JP Morgan Chase

JP Morgan Chase 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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$2.34M ﹤0.01%
67,835
-158,044
2577
$2.34M ﹤0.01%
225,913
+158,012
2578
$2.34M ﹤0.01%
6,105
+5,371
2579
$2.33M ﹤0.01%
69,720
-292,890
2580
$2.33M ﹤0.01%
239,842
+168,942
2581
$2.31M ﹤0.01%
125,169
+4,691
2582
$2.31M ﹤0.01%
20,950
-6,303
2583
$2.3M ﹤0.01%
108,529
+1,760
2584
$2.29M ﹤0.01%
81,207
-15,423
2585
$2.29M ﹤0.01%
42,107
+18,808
2586
$2.28M ﹤0.01%
23,721
+1,881
2587
$2.28M ﹤0.01%
145,838
+78,810
2588
$2.28M ﹤0.01%
34,661
+2,203
2589
$2.28M ﹤0.01%
144,556
+741
2590
$2.27M ﹤0.01%
87,533
-526,151
2591
$2.27M ﹤0.01%
73,973
+5,215
2592
$2.26M ﹤0.01%
100,000
2593
$2.25M ﹤0.01%
86,713
-5,321
2594
$2.25M ﹤0.01%
+197,580
2595
$2.25M ﹤0.01%
34,448
-360
2596
$2.25M ﹤0.01%
48,871
-25,777
2597
$2.25M ﹤0.01%
160,628
-21,323
2598
$2.25M ﹤0.01%
107,775
-137,589
2599
$2.24M ﹤0.01%
97,236
+16,411
2600
$2.24M ﹤0.01%
49,360
-3,301