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
2676
$1.3M ﹤0.01%
149,445
+115,579
2677
$1.3M ﹤0.01%
64,885
-226,670
2678
$1.3M ﹤0.01%
66,013
+6,271
2679
$1.3M ﹤0.01%
76,467
-29,201
2680
$1.3M ﹤0.01%
210,155
-15,000
2681
$1.3M ﹤0.01%
43,036
-317,293
2682
$1.3M ﹤0.01%
48,360
+36,285
2683
$1.29M ﹤0.01%
89,912
-25,310
2684
$1.29M ﹤0.01%
30,166
+9,282
2685
$1.29M ﹤0.01%
59,224
-9,377
2686
$1.28M ﹤0.01%
231,106
-231,878
2687
$1.28M ﹤0.01%
42,429
-16,148
2688
$1.28M ﹤0.01%
170,504
-61,601
2689
$1.28M ﹤0.01%
27,825
-5,453
2690
$1.28M ﹤0.01%
47,938
+12,141
2691
$1.28M ﹤0.01%
85,084
-4,445
2692
$1.27M ﹤0.01%
937,710
+183,550
2693
$1.26M ﹤0.01%
160,777
+110,482
2694
$1.26M ﹤0.01%
80,753
-31,771
2695
$1.26M ﹤0.01%
25,825
+6,683
2696
$1.26M ﹤0.01%
33,273
-14,231
2697
$1.26M ﹤0.01%
54,820
-9,587
2698
$1.25M ﹤0.01%
+61,676
2699
$1.25M ﹤0.01%
95,736
+13,796
2700
$1.25M ﹤0.01%
19,163
-12,526