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
301
$307M 0.07%
1,837,918
+496,799
302
$307M 0.07%
4,562,033
+917,146
303
$306M 0.07%
3,024,591
+63,904
304
$304M 0.07%
6,930,560
-6,909,710
305
$303M 0.07%
4,336,083
-633,372
306
$303M 0.07%
4,743,493
+1,341,996
307
$301M 0.07%
3,269,697
-1,092,434
308
$300M 0.07%
3,703,786
+456,682
309
$300M 0.07%
2,737,080
-591,661
310
$298M 0.07%
3,924,735
-721,818
311
$294M 0.07%
6,762,335
-2,247
312
$292M 0.07%
4,887,942
-3,314,759
313
$292M 0.07%
3,823,404
+92,304
314
$291M 0.07%
2,815,107
-190,926
315
$289M 0.07%
1,624,732
+217,579
316
$289M 0.07%
2,857,242
-895,893
317
$285M 0.07%
8,369,603
+149
318
$283M 0.06%
2,654,541
+174,893
319
$283M 0.06%
3,916,185
-198,244
320
$278M 0.06%
4,251,027
+772,176
321
$277M 0.06%
6,932,750
-142,900
322
$273M 0.06%
4,299,284
+502,515
323
$271M 0.06%
9,435,676
-8,578,854
324
$271M 0.06%
11,585,361
-19,670,625
325
$270M 0.06%
1,816,531
+262,235