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
3101
$331K ﹤0.01%
8,409
-17,523
3102
$330K ﹤0.01%
12,267
-14,358
3103
$330K ﹤0.01%
16,738
-8,163
3104
$326K ﹤0.01%
29,184
-7,606
3105
$326K ﹤0.01%
+22,838
3106
$324K ﹤0.01%
9,111
-3,616
3107
$323K ﹤0.01%
6,430
+5,910
3108
$321K ﹤0.01%
16,795
+14,553
3109
$321K ﹤0.01%
11,863
-19,627
3110
$320K ﹤0.01%
28,712
-692
3111
$320K ﹤0.01%
13,956
+4,264
3112
$319K ﹤0.01%
10,817
-8,706
3113
$319K ﹤0.01%
3,418
-1,527
3114
$318K ﹤0.01%
17,819
-15,685
3115
$316K ﹤0.01%
31,546
-55,640
3116
$314K ﹤0.01%
20,467
-28,598
3117
$314K ﹤0.01%
7,122
+913
3118
$313K ﹤0.01%
9,262
-6,547
3119
$312K ﹤0.01%
6,052
+77
3120
$311K ﹤0.01%
74,920
-354,906
3121
$310K ﹤0.01%
15,438
-19,783
3122
$310K ﹤0.01%
6,182
+5,382
3123
$309K ﹤0.01%
1,279
+379
3124
$308K ﹤0.01%
11,885
-28,929
3125
$308K ﹤0.01%
18,500
-156,617