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
3051
$579K ﹤0.01%
16,801
+4,949
3052
$578K ﹤0.01%
27,741
-6,396
3053
$578K ﹤0.01%
21,456
+9,826
3054
$576K ﹤0.01%
2,130
-4
3055
$576K ﹤0.01%
38,465
+23,354
3056
$575K ﹤0.01%
12,505
+5,107
3057
$575K ﹤0.01%
6,000
-224
3058
$574K ﹤0.01%
2,508
+1,070
3059
$574K ﹤0.01%
31,825
-4,797
3060
$574K ﹤0.01%
50,408
-210,183
3061
$573K ﹤0.01%
19,272
+7,484
3062
$572K ﹤0.01%
63,147
+16,605
3063
$570K ﹤0.01%
+33,565
3064
$567K ﹤0.01%
57,429
-4,372
3065
$566K ﹤0.01%
31,374
+3,214
3066
$566K ﹤0.01%
23,267
+11,536
3067
$564K ﹤0.01%
1,866
3068
$563K ﹤0.01%
37,382
+8,004
3069
$563K ﹤0.01%
4,630
+491
3070
$556K ﹤0.01%
38,592
+24,282
3071
$556K ﹤0.01%
19,203
+4,823
3072
$555K ﹤0.01%
32,698
+7,641
3073
$555K ﹤0.01%
15,572
-3,954
3074
$555K ﹤0.01%
+26,540
3075
$554K ﹤0.01%
23,174
-2,134