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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$553K ﹤0.01%
16,600
-425
2927
$552K ﹤0.01%
36,769
-630
2928
$549K ﹤0.01%
9,240
+8,602
2929
$548K ﹤0.01%
22,933
-323
2930
$546K ﹤0.01%
45,158
-76,821
2931
$545K ﹤0.01%
57,058
+34,859
2932
$543K ﹤0.01%
118,043
-24,086
2933
$537K ﹤0.01%
33,461
-53,263
2934
$535K ﹤0.01%
20,185
-10,843
2935
$534K ﹤0.01%
31,086
+5,146
2936
$534K ﹤0.01%
8,428
-301
2937
$530K ﹤0.01%
10,027
-15,645
2938
$529K ﹤0.01%
40,606
-6,854
2939
$528K ﹤0.01%
8,844
+54
2940
$526K ﹤0.01%
21,000
2941
$525K ﹤0.01%
34,105
-57,625
2942
$523K ﹤0.01%
18,974
+10,825
2943
$521K ﹤0.01%
9,372
+1,402
2944
$521K ﹤0.01%
89,608
-22,292
2945
$519K ﹤0.01%
100,410
-31,051
2946
$519K ﹤0.01%
23,433
+3,483
2947
$516K ﹤0.01%
30,096
-217,763
2948
$513K ﹤0.01%
16,760
+309
2949
$513K ﹤0.01%
140,040
+24,986
2950
$512K ﹤0.01%
1,685
-2,586