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
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Ltd
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$472K ﹤0.01%
+11,515
2902
$471K ﹤0.01%
1,536
-27
2903
$470K ﹤0.01%
20,005
-21,002
2904
$470K ﹤0.01%
20,147
-479
2905
$469K ﹤0.01%
20,313
+267
2906
$467K ﹤0.01%
16,239
+305
2907
$462K ﹤0.01%
90,192
+53,930
2908
$460K ﹤0.01%
17,300
-273,700
2909
$457K ﹤0.01%
8,534
+740
2910
$453K ﹤0.01%
24,000
-11,500
2911
$451K ﹤0.01%
+61,199
2912
$451K ﹤0.01%
+23,253
2913
$450K ﹤0.01%
171,088
-3,520
2914
$449K ﹤0.01%
14,170
+194
2915
$446K ﹤0.01%
8,560
-130
2916
$444K ﹤0.01%
90,152
+152
2917
$444K ﹤0.01%
+1,760
2918
$442K ﹤0.01%
10,721
2919
$442K ﹤0.01%
3,281
+323
2920
$441K ﹤0.01%
18,758
+1,808
2921
$436K ﹤0.01%
21,102
-634
2922
$434K ﹤0.01%
45,908
+26,093
2923
$433K ﹤0.01%
+6,000
2924
$433K ﹤0.01%
7,974
+1,876
2925
$432K ﹤0.01%
27,500