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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$1.43M ﹤0.01%
18,709
+398
2827
$1.42M ﹤0.01%
51,011
-13,048
2828
$1.42M ﹤0.01%
13,663
+5,625
2829
$1.42M ﹤0.01%
26,780
+9,230
2830
$1.42M ﹤0.01%
47,548
-902
2831
$1.41M ﹤0.01%
46,560
-64,646
2832
$1.39M ﹤0.01%
53,807
-8,795
2833
$1.39M ﹤0.01%
14,014
+8,800
2834
$1.39M ﹤0.01%
97,894
-994
2835
$1.36M ﹤0.01%
25,070
-28,730
2836
$1.36M ﹤0.01%
22,888
+14,881
2837
$1.36M ﹤0.01%
41,191
+18,903
2838
$1.34M ﹤0.01%
14,948
-16,062
2839
$1.34M ﹤0.01%
152,909
+108,714
2840
$1.34M ﹤0.01%
235,644
+36,483
2841
$1.33M ﹤0.01%
68,093
-15,475
2842
$1.33M ﹤0.01%
426,182
-28,206
2843
$1.33M ﹤0.01%
33,322
-196,848
2844
$1.33M ﹤0.01%
173,903
+22,488
2845
$1.33M ﹤0.01%
57,617
+20,612
2846
$1.32M ﹤0.01%
144,005
-61,544
2847
$1.32M ﹤0.01%
18,958
2848
$1.32M ﹤0.01%
57,184
-62,445
2849
$1.31M ﹤0.01%
61,000
-2,627,157
2850
$1.31M ﹤0.01%
200,700
-752,623