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
2701
$1.25M ﹤0.01%
60,392
+1,431
2702
$1.25M ﹤0.01%
45,835
-48,239
2703
$1.24M ﹤0.01%
154,712
+58,296
2704
$1.24M ﹤0.01%
198,140
+39,350
2705
$1.24M ﹤0.01%
68,336
+31,024
2706
$1.23M ﹤0.01%
15,743
-2,744
2707
$1.23M ﹤0.01%
38,993
+6,888
2708
$1.23M ﹤0.01%
48,197
+37,787
2709
$1.22M ﹤0.01%
+28,678
2710
$1.22M ﹤0.01%
+116,891
2711
$1.22M ﹤0.01%
111,499
+16,193
2712
$1.22M ﹤0.01%
22,046
-200
2713
$1.22M ﹤0.01%
39,404
-3,187
2714
$1.22M ﹤0.01%
39,496
+8,159
2715
$1.21M ﹤0.01%
47,519
-10,911
2716
$1.21M ﹤0.01%
72,644
+40,166
2717
$1.2M ﹤0.01%
23,109
+380
2718
$1.2M ﹤0.01%
37,658
-13,927
2719
$1.2M ﹤0.01%
122,038
-9,820
2720
$1.2M ﹤0.01%
62,740
-22,084
2721
$1.2M ﹤0.01%
66,308
+45,917
2722
$1.19M ﹤0.01%
42,698
-40,647
2723
$1.19M ﹤0.01%
169,460
+109,670
2724
$1.19M ﹤0.01%
68,699
-85,768
2725
$1.18M ﹤0.01%
39,508
-1,565