JP Morgan Chase & Co

JP Morgan Chase & Co 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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$407M 0.09%
4,257,852
-736,926
227
$407M 0.09%
9,608,263
+1,994,622
228
$406M 0.09%
3,325,553
+302,345
229
$405M 0.09%
8,010,196
+4,199,019
230
$405M 0.09%
5,737,468
-3,676,007
231
$403M 0.09%
9,306,639
-5,669,245
232
$403M 0.09%
11,498,597
-3,095,293
233
$402M 0.09%
5,186,081
+238,232
234
$401M 0.09%
6,458,781
-292,095
235
$398M 0.09%
4,818,380
+314,249
236
$395M 0.09%
4,143,078
+354,424
237
$393M 0.09%
1,709,712
+754,699
238
$392M 0.09%
3,120,587
+278,939
239
$390M 0.09%
4,357,551
+1,338,036
240
$389M 0.09%
14,545,553
+1,994,170
241
$389M 0.09%
14,247,877
+1,773,597
242
$383M 0.09%
2,986,726
+1,304,030
243
$381M 0.09%
3,537,813
-59,405
244
$379M 0.09%
14,993,865
+769,423
245
$378M 0.09%
12,755,303
-2,730,804
246
$377M 0.09%
2,984,636
-14,472
247
$377M 0.09%
7,410,871
-1,273,625
248
$374M 0.09%
2,966,273
+317,908
249
$372M 0.09%
3,217,387
-536,404
250
$372M 0.09%
5,905,029
-325,494