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
2576
$1.1M ﹤0.01%
72,713
+2,001
2577
$1.1M ﹤0.01%
7,890
+128
2578
$1.09M ﹤0.01%
67,430
-6,070
2579
$1.09M ﹤0.01%
75,000
2580
$1.09M ﹤0.01%
50,180
-2,571
2581
$1.09M ﹤0.01%
44,331
+4,180
2582
$1.08M ﹤0.01%
+20,000
2583
$1.08M ﹤0.01%
25,572
-1,382
2584
$1.07M ﹤0.01%
170,900
-7,442
2585
$1.07M ﹤0.01%
56,625
-444,227
2586
$1.06M ﹤0.01%
174,726
-7,514
2587
$1.06M ﹤0.01%
104,215
+2,461
2588
$1.06M ﹤0.01%
43,142
+474
2589
$1.05M ﹤0.01%
35,304
+520
2590
$1.05M ﹤0.01%
72,464
+21,980
2591
$1.05M ﹤0.01%
+20,622
2592
$1.04M ﹤0.01%
27,431
-1,634
2593
$1.03M ﹤0.01%
34,435
-1,855
2594
$1.03M ﹤0.01%
85,850
-5,950
2595
$1.03M ﹤0.01%
21,970
-5,042
2596
$1.02M ﹤0.01%
383,697
-850,395
2597
$1.02M ﹤0.01%
28,367
+5,105
2598
$1.02M ﹤0.01%
22,479
-126,209
2599
$1.02M ﹤0.01%
36,303
-319,533
2600
$1.01M ﹤0.01%
57,307
-3,453