JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$108K ﹤0.01%
+2,688
3452
$106K ﹤0.01%
+10,057
3453
$106K ﹤0.01%
+22,593
3454
$104K ﹤0.01%
+19,158
3455
$104K ﹤0.01%
+45,616
3456
$103K ﹤0.01%
+4,892
3457
$102K ﹤0.01%
+7,560
3458
$102K ﹤0.01%
+158,216
3459
$102K ﹤0.01%
+24,704
3460
$101K ﹤0.01%
+32,148
3461
$101K ﹤0.01%
+21,990
3462
$99K ﹤0.01%
+22,119
3463
$99K ﹤0.01%
+13,456
3464
$96K ﹤0.01%
+1,620
3465
$96K ﹤0.01%
+26,987
3466
$95K ﹤0.01%
+2,799
3467
$95K ﹤0.01%
+14,275
3468
$95K ﹤0.01%
+38,314
3469
$94K ﹤0.01%
+42,454
3470
$94K ﹤0.01%
+18,455
3471
$94K ﹤0.01%
+13,622
3472
$93K ﹤0.01%
+16,144
3473
$93K ﹤0.01%
+33,741
3474
$92K ﹤0.01%
+15,480
3475
$92K ﹤0.01%
+27