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
3026
$617K ﹤0.01%
4,493
+704
3027
$615K ﹤0.01%
28,399
-7,260
3028
$611K ﹤0.01%
9,638
-8,361
3029
$611K ﹤0.01%
18,126
+1,646
3030
$609K ﹤0.01%
12,974
-426
3031
$606K ﹤0.01%
24,284
+13,514
3032
$604K ﹤0.01%
153,639
-367,424
3033
$601K ﹤0.01%
83,299
-18,765
3034
$597K ﹤0.01%
54,775
+35,019
3035
$597K ﹤0.01%
621,884
-232,458
3036
$597K ﹤0.01%
+34,139
3037
$596K ﹤0.01%
+36,489
3038
$595K ﹤0.01%
92,785
-168,029
3039
$594K ﹤0.01%
8,507
-2,876
3040
$592K ﹤0.01%
15,700
+9,112
3041
$590K ﹤0.01%
27,784
-14,276
3042
$588K ﹤0.01%
146,341
-3,459
3043
$585K ﹤0.01%
25,660
+8,942
3044
$584K ﹤0.01%
7,780
-73
3045
$583K ﹤0.01%
45,713
+4,956
3046
$582K ﹤0.01%
5,288
-3,226
3047
$582K ﹤0.01%
+43,094
3048
$581K ﹤0.01%
22,246
+10,031
3049
$580K ﹤0.01%
+13,532
3050
$580K ﹤0.01%
9,533
+6,331