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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.36M ﹤0.01%
39,083
-6,136
2652
$1.35M ﹤0.01%
73,306
-8,081
2653
$1.34M ﹤0.01%
170,276
+1,887
2654
$1.34M ﹤0.01%
91,760
2655
$1.34M ﹤0.01%
103,315
+34,315
2656
$1.34M ﹤0.01%
31,651
-175,052
2657
$1.34M ﹤0.01%
+81,845
2658
$1.34M ﹤0.01%
53,384
+4,508
2659
$1.33M ﹤0.01%
23,075
-1,069
2660
$1.33M ﹤0.01%
89,513
-19,034
2661
$1.33M ﹤0.01%
65,697
+4,843
2662
$1.33M ﹤0.01%
494,273
+204,369
2663
$1.33M ﹤0.01%
268,455
+58,386
2664
$1.33M ﹤0.01%
87,955
+34,808
2665
$1.33M ﹤0.01%
290,115
+60,974
2666
$1.33M ﹤0.01%
138,777
+62,171
2667
$1.32M ﹤0.01%
66,756
+47,900
2668
$1.32M ﹤0.01%
45,578
+4,904
2669
$1.32M ﹤0.01%
69,949
-1,114
2670
$1.32M ﹤0.01%
54,400
+13,830
2671
$1.31M ﹤0.01%
117,539
+26,363
2672
$1.31M ﹤0.01%
40,767
-5,123
2673
$1.31M ﹤0.01%
24,680
+12,039
2674
$1.31M ﹤0.01%
56,262
-4,522
2675
$1.31M ﹤0.01%
161,152
-45,563