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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.73M ﹤0.01%
46,887
-44,089
2502
$1.72M ﹤0.01%
35,280
-9,816
2503
$1.72M ﹤0.01%
100,000
2504
$1.72M ﹤0.01%
144,763
-23,527
2505
$1.72M ﹤0.01%
56,116
-6,358
2506
$1.72M ﹤0.01%
29,385
+3,449
2507
$1.72M ﹤0.01%
120,679
+84,484
2508
$1.72M ﹤0.01%
34,825
+2,541
2509
$1.71M ﹤0.01%
103,023
+10,779
2510
$1.71M ﹤0.01%
62,671
-46,971
2511
$1.71M ﹤0.01%
91,800
+44,921
2512
$1.71M ﹤0.01%
37,123
-28,297
2513
$1.71M ﹤0.01%
97,914
+60,966
2514
$1.68M ﹤0.01%
22,103
-909
2515
$1.68M ﹤0.01%
39,179
+14,124
2516
$1.68M ﹤0.01%
13,414
-13,115
2517
$1.68M ﹤0.01%
44,282
+11,259
2518
$1.67M ﹤0.01%
+68,889
2519
$1.67M ﹤0.01%
104,397
-18,159
2520
$1.67M ﹤0.01%
8,722
-10,433
2521
$1.67M ﹤0.01%
52,902
-4,656
2522
$1.66M ﹤0.01%
120,327
-50,306
2523
$1.66M ﹤0.01%
56,906
-18,888
2524
$1.65M ﹤0.01%
51,544
+24,824
2525
$1.65M ﹤0.01%
242,693
-29,051