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
3051
$392K ﹤0.01%
17,497
+2,385
3052
$391K ﹤0.01%
125,869
-138,720
3053
$389K ﹤0.01%
17,056
-1,316
3054
$389K ﹤0.01%
15,967
-15,597
3055
$388K ﹤0.01%
13,099
-29,444
3056
$387K ﹤0.01%
+25,212
3057
$385K ﹤0.01%
6,575
-8,725
3058
$384K ﹤0.01%
4,129
+2,171
3059
$384K ﹤0.01%
13,233
+257
3060
$383K ﹤0.01%
13,654
-46,114
3061
$383K ﹤0.01%
13,049
-99,335
3062
$380K ﹤0.01%
11,781
-4,818
3063
$379K ﹤0.01%
10,315
-17,781
3064
$378K ﹤0.01%
6,848
-3,832
3065
$378K ﹤0.01%
16,880
-10,551
3066
$376K ﹤0.01%
19,968
-30,284
3067
$376K ﹤0.01%
57,108
-3,366
3068
$373K ﹤0.01%
+9,886
3069
$371K ﹤0.01%
16,832
3070
$371K ﹤0.01%
+23,190
3071
$371K ﹤0.01%
36,106
-11,229
3072
$370K ﹤0.01%
+6,252
3073
$368K ﹤0.01%
9,337
-9,403
3074
$368K ﹤0.01%
11,479
-29,764
3075
$367K ﹤0.01%
2,991
-5,394