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
2851
$934K ﹤0.01%
15,487
-5,198
2852
$928K ﹤0.01%
+9,168
2853
$925K ﹤0.01%
54,886
+35,564
2854
$925K ﹤0.01%
+37,808
2855
$924K ﹤0.01%
14,593
-2,069
2856
$924K ﹤0.01%
105,474
+31,098
2857
$921K ﹤0.01%
75,877
-132,106
2858
$920K ﹤0.01%
10,361
+795
2859
$919K ﹤0.01%
7,037
+5,024
2860
$918K ﹤0.01%
47,299
+4,593
2861
$918K ﹤0.01%
63,654
+22,800
2862
$917K ﹤0.01%
31,408
+21,278
2863
$916K ﹤0.01%
100,968
+28,176
2864
$914K ﹤0.01%
33,199
-29,207
2865
$912K ﹤0.01%
59,760
-26,307
2866
$911K ﹤0.01%
45,612
+32,033
2867
$910K ﹤0.01%
35,743
+4,700
2868
$906K ﹤0.01%
88,697
-56,734
2869
$902K ﹤0.01%
36,100
-51,108
2870
$902K ﹤0.01%
28,564
-1,128
2871
$899K ﹤0.01%
5,111,081
-23,219
2872
$898K ﹤0.01%
53,381
+6,528
2873
$898K ﹤0.01%
27,462
-2,364
2874
$897K ﹤0.01%
26,981
-279,856
2875
$897K ﹤0.01%
6,090
-1,598