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
2876
$452K ﹤0.01%
8,720
-8,208
2877
$452K ﹤0.01%
27,742
-16,145
2878
$449K ﹤0.01%
+12,323
2879
$448K ﹤0.01%
10,867
+2,140
2880
$446K ﹤0.01%
58,192
-4,160
2881
$444K ﹤0.01%
1,447
-682
2882
$443K ﹤0.01%
7,460
+199
2883
$441K ﹤0.01%
+8,750
2884
$440K ﹤0.01%
15,963
-8,217
2885
$440K ﹤0.01%
11,200
-259
2886
$440K ﹤0.01%
18,289
2887
$439K ﹤0.01%
16,716
-50,132
2888
$439K ﹤0.01%
+16,049
2889
$437K ﹤0.01%
48,265
+36,510
2890
$434K ﹤0.01%
13,774
+418
2891
$433K ﹤0.01%
19,205
-968
2892
$433K ﹤0.01%
10,515
-1,367
2893
$429K ﹤0.01%
7,813
+58
2894
$427K ﹤0.01%
37,446
-204,088
2895
$426K ﹤0.01%
2,129
2896
$424K ﹤0.01%
8,075
-15,500
2897
$424K ﹤0.01%
3,070
+900
2898
$424K ﹤0.01%
8,978
-427
2899
$424K ﹤0.01%
8,000
-2,000
2900
$423K ﹤0.01%
47,498
-9,242