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
3201
$598K ﹤0.01%
38,413
+34,940
3202
$594K ﹤0.01%
28,063
+8,613
3203
$590K ﹤0.01%
70,242
+48,754
3204
$585K ﹤0.01%
77,310
-132,147
3205
$583K ﹤0.01%
+46,622
3206
$582K ﹤0.01%
28,132
+21,193
3207
$582K ﹤0.01%
+197,241
3208
$580K ﹤0.01%
39,072
+32,124
3209
$579K ﹤0.01%
8,462
-4,232
3210
$578K ﹤0.01%
15,370
+11,592
3211
$574K ﹤0.01%
79,897
+48,961
3212
$574K ﹤0.01%
15,825
+14,334
3213
$572K ﹤0.01%
17,482
+126
3214
$572K ﹤0.01%
49,619
+11,466
3215
$570K ﹤0.01%
10,555
-523
3216
$569K ﹤0.01%
17,982
-2,770
3217
$568K ﹤0.01%
31,665
-812,817
3218
$567K ﹤0.01%
9,833
3219
$566K ﹤0.01%
11,898
-8
3220
$563K ﹤0.01%
45,292
-1,808
3221
$562K ﹤0.01%
14,219
+3,675
3222
$560K ﹤0.01%
32,448
-593
3223
$558K ﹤0.01%
54,902
+4,552
3224
$557K ﹤0.01%
12,547
-57,386
3225
$554K ﹤0.01%
8,206
+587