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
2801
$1.02M ﹤0.01%
137,644
+16,381
2802
$1.02M ﹤0.01%
53,620
+11,397
2803
$1.02M ﹤0.01%
65,338
+5,637
2804
$1.02M ﹤0.01%
7,823
+1,404
2805
$1.01M ﹤0.01%
118,988
+62,216
2806
$1.01M ﹤0.01%
20,553
-3,546
2807
$1.01M ﹤0.01%
36,000
2808
$1.01M ﹤0.01%
31,537
+679
2809
$1.01M ﹤0.01%
39,998
-22,446
2810
$1.01M ﹤0.01%
19,534
-49,597
2811
$1.01M ﹤0.01%
52,566
+206
2812
$1M ﹤0.01%
10,288
+2,878
2813
$1M ﹤0.01%
14,265
-1,083
2814
$1M ﹤0.01%
43,881
+1,850
2815
$1M ﹤0.01%
29,834
-57,056
2816
$998K ﹤0.01%
53,057
+11,344
2817
$993K ﹤0.01%
36,575
+11,574
2818
$991K ﹤0.01%
43,891
-15,956
2819
$990K ﹤0.01%
40,500
2820
$988K ﹤0.01%
33,643
+10,701
2821
$988K ﹤0.01%
15,630
+9,056
2822
$987K ﹤0.01%
24,620
+2,081
2823
$984K ﹤0.01%
16,377
+1,544
2824
$984K ﹤0.01%
36,864
-81,385
2825
$984K ﹤0.01%
61,134
+14,036