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
2651
$905K ﹤0.01%
16,788
+1,429
2652
$902K ﹤0.01%
19,236
-393
2653
$902K ﹤0.01%
30,055
2654
$902K ﹤0.01%
43,248
2655
$902K ﹤0.01%
35,000
-1,700
2656
$901K ﹤0.01%
10,805
+3,025
2657
$899K ﹤0.01%
41,012
-2,654
2658
$894K ﹤0.01%
24,515
-3,638
2659
$891K ﹤0.01%
+50,073
2660
$886K ﹤0.01%
6,420
2661
$883K ﹤0.01%
74,460
+399
2662
$881K ﹤0.01%
23,603
+2,620
2663
$881K ﹤0.01%
28,028
-1,567
2664
$876K ﹤0.01%
22,437
+2,366
2665
$876K ﹤0.01%
13,516
+4,470
2666
$873K ﹤0.01%
36,114
-529
2667
$872K ﹤0.01%
9,150
+5,300
2668
$871K ﹤0.01%
15,680
-3,580
2669
$868K ﹤0.01%
73,896
2670
$865K ﹤0.01%
36,495
-2,579
2671
$863K ﹤0.01%
45,800
-8,495
2672
$859K ﹤0.01%
32,210
-3,717
2673
$858K ﹤0.01%
30,840
-13,891
2674
$855K ﹤0.01%
17,179
+7,359
2675
$854K ﹤0.01%
35,627
+586