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
3126
$139K ﹤0.01%
69,373
+14,914
3127
$129K ﹤0.01%
+13,229
3128
$128K ﹤0.01%
20,630
-200
3129
$127K ﹤0.01%
1,154
3130
$124K ﹤0.01%
39,790
-309,805
3131
$120K ﹤0.01%
+550
3132
$116K ﹤0.01%
+14,611
3133
$109K ﹤0.01%
+4,187
3134
$107K ﹤0.01%
+12,929
3135
$101K ﹤0.01%
+1,972
3136
$100K ﹤0.01%
+18,729
3137
$93K ﹤0.01%
+17,014
3138
$83K ﹤0.01%
29,827
-1,238
3139
$79K ﹤0.01%
669
-874
3140
$78K ﹤0.01%
2,528
-12,001
3141
$77K ﹤0.01%
+23,645
3142
$70K ﹤0.01%
19,724
-614
3143
$68K ﹤0.01%
11,000
-3,750
3144
$67K ﹤0.01%
16,238
-25,199
3145
$67K ﹤0.01%
+2,536
3146
$64K ﹤0.01%
1,139
-1,015
3147
$64K ﹤0.01%
+19,752
3148
$64K ﹤0.01%
+13,600
3149
$63K ﹤0.01%
13,546
-69,189
3150
$58K ﹤0.01%
10,548
-264,945