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
3001
$447K ﹤0.01%
16,099
-18,879
3002
$447K ﹤0.01%
126,161
-15,898
3003
$445K ﹤0.01%
16,926
-257
3004
$445K ﹤0.01%
88,281
3005
$443K ﹤0.01%
27,581
-2,774
3006
$443K ﹤0.01%
19,402
+7,064
3007
$443K ﹤0.01%
41,676
+25,344
3008
$441K ﹤0.01%
4,000
3009
$441K ﹤0.01%
53,000
-1,600
3010
$440K ﹤0.01%
+43,954
3011
$440K ﹤0.01%
36,949
-358,599
3012
$438K ﹤0.01%
55,912
+7,011
3013
$438K ﹤0.01%
6,039
+2,102
3014
$437K ﹤0.01%
18,996
3015
$435K ﹤0.01%
+13,150
3016
$433K ﹤0.01%
8,615
+165
3017
$433K ﹤0.01%
48,006
-83,174
3018
$433K ﹤0.01%
7,338
-157
3019
$432K ﹤0.01%
5,600
+350
3020
$432K ﹤0.01%
10,000
+7,810
3021
$427K ﹤0.01%
6,232
-548
3022
$425K ﹤0.01%
3,063
+84
3023
$423K ﹤0.01%
19,503
+883
3024
$422K ﹤0.01%
29,918
-40,016
3025
$421K ﹤0.01%
34,472
+9,423