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
2901
$422K ﹤0.01%
12,261
-3,475
2902
$421K ﹤0.01%
15,606
+8,785
2903
$420K ﹤0.01%
9,907
+250
2904
$417K ﹤0.01%
+28,337
2905
$414K ﹤0.01%
+9,957
2906
$410K ﹤0.01%
51,533
-160
2907
$408K ﹤0.01%
3,283
+882
2908
$408K ﹤0.01%
11,351
-1,047
2909
$406K ﹤0.01%
21,873
-1,607
2910
$405K ﹤0.01%
4,160
+840
2911
$402K ﹤0.01%
+6,047
2912
$400K ﹤0.01%
25,748
-54,328
2913
$400K ﹤0.01%
21,576
-74,596
2914
$397K ﹤0.01%
12,191
-50,134
2915
$397K ﹤0.01%
+62,351
2916
$391K ﹤0.01%
12,402
2917
$391K ﹤0.01%
+26,700
2918
$389K ﹤0.01%
6,147
-70,241
2919
$388K ﹤0.01%
+19,540
2920
$387K ﹤0.01%
12,526
-12,306
2921
$387K ﹤0.01%
+4,565
2922
$387K ﹤0.01%
+26,209
2923
$386K ﹤0.01%
+5,992
2924
$386K ﹤0.01%
33,703
-20,057
2925
$381K ﹤0.01%
18,152
-28,780