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
2951
$737K ﹤0.01%
36,143
-763,579
2952
$736K ﹤0.01%
15,625
-4,774
2953
$736K ﹤0.01%
4
+2
2954
$735K ﹤0.01%
30,631
+2,385
2955
$735K ﹤0.01%
11,500
2956
$732K ﹤0.01%
51,320
+30,754
2957
$730K ﹤0.01%
31,600
+2,476
2958
$730K ﹤0.01%
41,252
+25,677
2959
$729K ﹤0.01%
48,783
-2,565
2960
$727K ﹤0.01%
77,351
+45,308
2961
$726K ﹤0.01%
8,935
-5,480
2962
$725K ﹤0.01%
+19,269
2963
$724K ﹤0.01%
+137,840
2964
$718K ﹤0.01%
6,513
-3,469
2965
$717K ﹤0.01%
+60,078
2966
$715K ﹤0.01%
+13,997
2967
$714K ﹤0.01%
41,944
+819
2968
$713K ﹤0.01%
+123,551
2969
$712K ﹤0.01%
110,097
+50,890
2970
$712K ﹤0.01%
18,134
+8,332
2971
$710K ﹤0.01%
44,774
+22,152
2972
$710K ﹤0.01%
46,085
+25,605
2973
$709K ﹤0.01%
23,456
-5,206
2974
$708K ﹤0.01%
35,302
-2,247
2975
$708K ﹤0.01%
8,449
-5