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
2626
$956K ﹤0.01%
74,874
-17,290
2627
$955K ﹤0.01%
46,504
-962
2628
$954K ﹤0.01%
38,485
-28,365
2629
$953K ﹤0.01%
40,396
+1,566
2630
$953K ﹤0.01%
+28,708
2631
$951K ﹤0.01%
33,529
+1,279
2632
$949K ﹤0.01%
+103,000
2633
$947K ﹤0.01%
296
-1,710
2634
$945K ﹤0.01%
+356,503
2635
$941K ﹤0.01%
19,200
-4,870
2636
$938K ﹤0.01%
27,300
+2,096
2637
$937K ﹤0.01%
19,806
-3,228
2638
$934K ﹤0.01%
+56,413
2639
$933K ﹤0.01%
24,528
-33,898
2640
$923K ﹤0.01%
138,800
+3,860
2641
$920K ﹤0.01%
16,175
+2,950
2642
$915K ﹤0.01%
48,323
+1,024
2643
$913K ﹤0.01%
15,256
+2,924
2644
$912K ﹤0.01%
27,132
+10,043
2645
$909K ﹤0.01%
30,972
-437,458
2646
$909K ﹤0.01%
52,800
-1,600
2647
$909K ﹤0.01%
+15,472
2648
$908K ﹤0.01%
+97,726
2649
$906K ﹤0.01%
25,941
-268,714
2650
$905K ﹤0.01%
6,632
-189