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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.83M ﹤0.01%
63,674
+51,190
2477
$1.83M ﹤0.01%
176,250
-30,820
2478
$1.82M ﹤0.01%
156,088
+14,000
2479
$1.82M ﹤0.01%
26,839
-5,488
2480
$1.82M ﹤0.01%
89,730
-191,690
2481
$1.82M ﹤0.01%
28,626
-6,540
2482
$1.81M ﹤0.01%
+145,933
2483
$1.81M ﹤0.01%
162,793
-52,622
2484
$1.81M ﹤0.01%
+157,210
2485
$1.81M ﹤0.01%
46,367
+20,735
2486
$1.81M ﹤0.01%
91,237
-9,994
2487
$1.81M ﹤0.01%
103,720
-6,984
2488
$1.81M ﹤0.01%
569,560
+53,345
2489
$1.8M ﹤0.01%
115,255
+26,058
2490
$1.8M ﹤0.01%
229,338
+22,195
2491
$1.8M ﹤0.01%
54,447
-18,783
2492
$1.8M ﹤0.01%
32,358
+13,346
2493
$1.79M ﹤0.01%
71,460
+15,107
2494
$1.79M ﹤0.01%
350,047
-146,664
2495
$1.79M ﹤0.01%
74,402
-48,122
2496
$1.78M ﹤0.01%
108,130
-1,667
2497
$1.78M ﹤0.01%
286,676
+231,451
2498
$1.77M ﹤0.01%
71,769
-12,012
2499
$1.77M ﹤0.01%
71,239
-6,082
2500
$1.77M ﹤0.01%
64,071
+16,713