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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$272K ﹤0.01%
2,849
+4
3027
$272K ﹤0.01%
+8,430
3028
$271K ﹤0.01%
+5,786
3029
$271K ﹤0.01%
30,541
3030
$270K ﹤0.01%
31,214
+1,246
3031
$270K ﹤0.01%
13,220
-3,224
3032
$268K ﹤0.01%
19,500
+4,000
3033
$268K ﹤0.01%
+5,785
3034
$266K ﹤0.01%
21,991
-779
3035
$266K ﹤0.01%
2,194
+1,496
3036
$266K ﹤0.01%
20,008
-991
3037
$266K ﹤0.01%
+11,220
3038
$265K ﹤0.01%
7,362
+2,150
3039
$262K ﹤0.01%
8,070
-63,881
3040
$261K ﹤0.01%
10,000
+765
3041
$260K ﹤0.01%
22,116
+11,466
3042
$260K ﹤0.01%
+5,224
3043
$258K ﹤0.01%
+3,641
3044
$258K ﹤0.01%
+4,863
3045
$257K ﹤0.01%
16,086
+9,804
3046
$255K ﹤0.01%
10,300
+200
3047
$255K ﹤0.01%
11,102
+1,733
3048
$253K ﹤0.01%
5,953
-6,121
3049
$250K ﹤0.01%
9,783
-50,233
3050
$250K ﹤0.01%
+4,904