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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$628K ﹤0.01%
14,450
+400
2777
$628K ﹤0.01%
79,750
-65
2778
$624K ﹤0.01%
+51,175
2779
$622K ﹤0.01%
11,589
-312
2780
$619K ﹤0.01%
51,475
+1,500
2781
$618K ﹤0.01%
22,700
-1,716
2782
$618K ﹤0.01%
12,800
2783
$616K ﹤0.01%
15,374
-2,331
2784
$614K ﹤0.01%
42,397
-78,947
2785
$613K ﹤0.01%
26,336
-136
2786
$610K ﹤0.01%
15,761
+1,463
2787
$610K ﹤0.01%
10,630
-200
2788
$606K ﹤0.01%
20,928
-32,197
2789
$604K ﹤0.01%
10,100
+448
2790
$602K ﹤0.01%
71,685
-25,958
2791
$601K ﹤0.01%
+28,548
2792
$599K ﹤0.01%
12,212
-6,767
2793
$598K ﹤0.01%
+35,168
2794
$596K ﹤0.01%
27,650
+2,900
2795
$587K ﹤0.01%
+21,546
2796
$586K ﹤0.01%
61,800
-1,700
2797
$585K ﹤0.01%
23,129
-17,614
2798
$576K ﹤0.01%
+34,000
2799
$574K ﹤0.01%
+30,576
2800
$572K ﹤0.01%
17