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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.2M ﹤0.01%
35,289
-71,051
2652
$1.2M ﹤0.01%
49,729
-68,104
2653
$1.19M ﹤0.01%
66,966
-71,426
2654
$1.19M ﹤0.01%
204,001
-120,039
2655
$1.19M ﹤0.01%
+22,471
2656
$1.18M ﹤0.01%
48,625
-103,508
2657
$1.18M ﹤0.01%
18,117
-17,930
2658
$1.18M ﹤0.01%
94,104
-120,827
2659
$1.18M ﹤0.01%
45,711
+20,337
2660
$1.18M ﹤0.01%
10,885
-3,560
2661
$1.17M ﹤0.01%
102,998
-4,808
2662
$1.17M ﹤0.01%
101,065
-6,183
2663
$1.17M ﹤0.01%
23,289
+774
2664
$1.16M ﹤0.01%
48,484
-1,048
2665
$1.16M ﹤0.01%
43,770
-11,023
2666
$1.16M ﹤0.01%
82,003
-30,955
2667
$1.15M ﹤0.01%
+48,900
2668
$1.15M ﹤0.01%
38,511
-595
2669
$1.14M ﹤0.01%
19,020
+462
2670
$1.14M ﹤0.01%
77,661
+41,683
2671
$1.14M ﹤0.01%
22,375
+8,783
2672
$1.14M ﹤0.01%
55,155
+13,131
2673
$1.13M ﹤0.01%
34,137
+773
2674
$1.13M ﹤0.01%
189,252
-86,665
2675
$1.12M ﹤0.01%
14,760
+4,612