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
3201
$403K ﹤0.01%
19,484
+1,066
3202
$401K ﹤0.01%
+44,057
3203
$399K ﹤0.01%
57,351
+36,924
3204
$396K ﹤0.01%
40,940
+18,300
3205
$395K ﹤0.01%
+12,008
3206
$394K ﹤0.01%
+22,237
3207
$393K ﹤0.01%
+120
3208
$392K ﹤0.01%
+12,000
3209
$391K ﹤0.01%
12,945
-17,126
3210
$390K ﹤0.01%
9,151
+5,764
3211
$387K ﹤0.01%
+18,088
3212
$387K ﹤0.01%
46,420
3213
$387K ﹤0.01%
16,682
+7,374
3214
$385K ﹤0.01%
746
-2,096
3215
$385K ﹤0.01%
39,159
+10,794
3216
$385K ﹤0.01%
24,027
+5,094
3217
$383K ﹤0.01%
27,672
3218
$382K ﹤0.01%
+25,309
3219
$382K ﹤0.01%
47,382
+14,323
3220
$382K ﹤0.01%
23,630
+13,501
3221
$380K ﹤0.01%
+10,275
3222
$379K ﹤0.01%
12,975
-72,045
3223
$378K ﹤0.01%
5,074
-35,183
3224
$378K ﹤0.01%
29,998
-294,361
3225
$377K ﹤0.01%
2,986
-347