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
2551
$1.17M ﹤0.01%
+69,500
2552
$1.17M ﹤0.01%
35,100
-17,653
2553
$1.16M ﹤0.01%
92,709
+26,056
2554
$1.16M ﹤0.01%
16,121
-1,263
2555
$1.16M ﹤0.01%
31,904
-273,992
2556
$1.16M ﹤0.01%
99,271
+2,818
2557
$1.16M ﹤0.01%
45,784
+1,455
2558
$1.16M ﹤0.01%
142,628
-7,295
2559
$1.16M ﹤0.01%
36,698
-2,500
2560
$1.16M ﹤0.01%
85,351
-105,587
2561
$1.15M ﹤0.01%
150,000
2562
$1.15M ﹤0.01%
70,976
+1,155
2563
$1.14M ﹤0.01%
55,062
-7,147
2564
$1.14M ﹤0.01%
22,192
-25,765
2565
$1.14M ﹤0.01%
548,400
+499,364
2566
$1.14M ﹤0.01%
38,675
+1,100
2567
$1.14M ﹤0.01%
+54,409
2568
$1.13M ﹤0.01%
+138,199
2569
$1.13M ﹤0.01%
14,132
+7,840
2570
$1.13M ﹤0.01%
19,398
-65,528
2571
$1.11M ﹤0.01%
85,552
2572
$1.11M ﹤0.01%
10,056
-6,259
2573
$1.11M ﹤0.01%
58,062
-4,858
2574
$1.1M ﹤0.01%
13,547
-826
2575
$1.1M ﹤0.01%
25,800
-697