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
2751
$1.13M ﹤0.01%
93,739
-47,490
2752
$1.12M ﹤0.01%
71,693
+38,301
2753
$1.12M ﹤0.01%
48,370
+9,003
2754
$1.12M ﹤0.01%
109,756
-4,510
2755
$1.12M ﹤0.01%
63,147
-4,097
2756
$1.12M ﹤0.01%
26,958
+6,326
2757
$1.11M ﹤0.01%
36,539
+23,966
2758
$1.11M ﹤0.01%
37,023
+19,902
2759
$1.11M ﹤0.01%
48,500
2760
$1.11M ﹤0.01%
51,277
-21,789
2761
$1.11M ﹤0.01%
46,598
+9,082
2762
$1.11M ﹤0.01%
82,505
-12,365
2763
$1.1M ﹤0.01%
48,717
-763,521
2764
$1.1M ﹤0.01%
101,919
+14,559
2765
$1.09M ﹤0.01%
179,396
+26,592
2766
$1.09M ﹤0.01%
43,120
-41,468
2767
$1.09M ﹤0.01%
69,858
+19,226
2768
$1.09M ﹤0.01%
21,628
+3,000
2769
$1.09M ﹤0.01%
29,659
+7,736
2770
$1.09M ﹤0.01%
60,240
+29,375
2771
$1.09M ﹤0.01%
273,816
-9,976
2772
$1.09M ﹤0.01%
87,372
+36,702
2773
$1.08M ﹤0.01%
17,994
-72,927
2774
$1.08M ﹤0.01%
19,558
-2,719
2775
$1.08M ﹤0.01%
58,026
+29,132