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
2726
$1.18M ﹤0.01%
+38,866
2727
$1.18M ﹤0.01%
31,119
+5,738
2728
$1.18M ﹤0.01%
28,923
+8,856
2729
$1.18M ﹤0.01%
72,508
+13,326
2730
$1.18M ﹤0.01%
63,529
+35,341
2731
$1.18M ﹤0.01%
88,620
+11,277
2732
$1.17M ﹤0.01%
33,069
+21,684
2733
$1.17M ﹤0.01%
32,189
+509
2734
$1.17M ﹤0.01%
7,197
-11,314
2735
$1.17M ﹤0.01%
18,676
+2,633
2736
$1.17M ﹤0.01%
37,326
+25,422
2737
$1.16M ﹤0.01%
147,970
+80,612
2738
$1.16M ﹤0.01%
102,659
+72,238
2739
$1.16M ﹤0.01%
32,456
+18,474
2740
$1.16M ﹤0.01%
32,496
+9,890
2741
$1.15M ﹤0.01%
20,626
+9,131
2742
$1.14M ﹤0.01%
14,166
+7,842
2743
$1.14M ﹤0.01%
26,410
+19,684
2744
$1.14M ﹤0.01%
19,930
+233
2745
$1.14M ﹤0.01%
+19,990
2746
$1.14M ﹤0.01%
43,118
2747
$1.14M ﹤0.01%
252,889
+79,620
2748
$1.14M ﹤0.01%
73,513
-91,795
2749
$1.14M ﹤0.01%
87,548
-25,381
2750
$1.13M ﹤0.01%
42,593
+25,052