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
2826
$531K ﹤0.01%
69,426
-227,450
2827
$530K ﹤0.01%
39,375
+880
2828
$529K ﹤0.01%
13,220
+325
2829
$528K ﹤0.01%
10,489
+169
2830
$527K ﹤0.01%
+74,452
2831
$523K ﹤0.01%
20,500
-40
2832
$522K ﹤0.01%
46,069
2833
$520K ﹤0.01%
16,795
-27,327
2834
$519K ﹤0.01%
28,700
-3,095
2835
$517K ﹤0.01%
24,311
-1,136
2836
$516K ﹤0.01%
15,119
-5,424
2837
$512K ﹤0.01%
18,648
+7,145
2838
$511K ﹤0.01%
13,226
-50,355
2839
$507K ﹤0.01%
16,428
+1,152
2840
$505K ﹤0.01%
50,521
+37,814
2841
$503K ﹤0.01%
8,730
-200
2842
$503K ﹤0.01%
20,796
-29,408
2843
$503K ﹤0.01%
97,180
+57,387
2844
$502K ﹤0.01%
15,847
-1,216
2845
$501K ﹤0.01%
11,632
-27,864
2846
$500K ﹤0.01%
+99,529
2847
$499K ﹤0.01%
+19,650
2848
$496K ﹤0.01%
5,550
+115
2849
$494K ﹤0.01%
21,000
2850
$494K ﹤0.01%
8,616
+1,014