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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$787K ﹤0.01%
+10,886
3077
$786K ﹤0.01%
55,936
+43,851
3078
$785K ﹤0.01%
31,651
+5,115
3079
$784K ﹤0.01%
36,278
-53,300
3080
$784K ﹤0.01%
46,712
+2,521
3081
$783K ﹤0.01%
20,005
-4,751
3082
$781K ﹤0.01%
+37,551
3083
$781K ﹤0.01%
41,197
-47,207
3084
$780K ﹤0.01%
26,296
+4,065
3085
$780K ﹤0.01%
20,495
-24,089
3086
$778K ﹤0.01%
33,051
-241
3087
$778K ﹤0.01%
16,530
+258
3088
$774K ﹤0.01%
79,417
-8,197
3089
$773K ﹤0.01%
216,370
+123,054
3090
$773K ﹤0.01%
44,178
+15,037
3091
$771K ﹤0.01%
42,962
+37,939
3092
$770K ﹤0.01%
23,004
+22,974
3093
$769K ﹤0.01%
527,050
+40,900
3094
$763K ﹤0.01%
33,797
-63,690
3095
$761K ﹤0.01%
18,074
+9,976
3096
$758K ﹤0.01%
75,134
-210,740
3097
$757K ﹤0.01%
22,398
-16,237
3098
$755K ﹤0.01%
177,545
+96,761
3099
$755K ﹤0.01%
13,032
+529
3100
$754K ﹤0.01%
38,013
+24,567