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
2476
$1.41M ﹤0.01%
338,668
-539,251
2477
$1.4M ﹤0.01%
144,457
+27,709
2478
$1.4M ﹤0.01%
54,025
-18,682
2479
$1.4M ﹤0.01%
+77,472
2480
$1.39M ﹤0.01%
24,886
+17,519
2481
$1.39M ﹤0.01%
152,625
+6,425
2482
$1.39M ﹤0.01%
268,378
+125,024
2483
$1.39M ﹤0.01%
93,476
+2,849
2484
$1.39M ﹤0.01%
+1,615,974
2485
$1.38M ﹤0.01%
18,453
+3,207
2486
$1.37M ﹤0.01%
21,609
-101
2487
$1.37M ﹤0.01%
45,182
+705
2488
$1.36M ﹤0.01%
239,393
-33,532
2489
$1.36M ﹤0.01%
73,775
+151
2490
$1.36M ﹤0.01%
389,460
-26,270
2491
$1.36M ﹤0.01%
+174,184
2492
$1.35M ﹤0.01%
292,051
+212,673
2493
$1.35M ﹤0.01%
60,634
-11,271
2494
$1.35M ﹤0.01%
+117,587
2495
$1.35M ﹤0.01%
134,391
+3,920
2496
$1.34M ﹤0.01%
26,718
-1,464
2497
$1.34M ﹤0.01%
13,572
+9,942
2498
$1.34M ﹤0.01%
106,434
+3,127
2499
$1.34M ﹤0.01%
11,919
+8,662
2500
$1.33M ﹤0.01%
102,901
+83,004