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
3226
$377K ﹤0.01%
21,995
+4,621
3227
$375K ﹤0.01%
+14,335
3228
$375K ﹤0.01%
17,900
3229
$370K ﹤0.01%
+1,167
3230
$370K ﹤0.01%
9,743
+1,639
3231
$369K ﹤0.01%
24,090
+10,000
3232
$369K ﹤0.01%
14,761
+3,909
3233
$367K ﹤0.01%
16,288
+897
3234
$367K ﹤0.01%
86,905
-51,231
3235
$366K ﹤0.01%
12,402
3236
$365K ﹤0.01%
592
-88
3237
$364K ﹤0.01%
13,851
-2,328
3238
$363K ﹤0.01%
6,444
+1,203
3239
$363K ﹤0.01%
19,773
-13,085
3240
$360K ﹤0.01%
11,232
-2,642
3241
$359K ﹤0.01%
21,360
+839
3242
$357K ﹤0.01%
+14,021
3243
$356K ﹤0.01%
1,596
-615
3244
$355K ﹤0.01%
+20,000
3245
$353K ﹤0.01%
6,453
3246
$353K ﹤0.01%
10,334
+3,482
3247
$353K ﹤0.01%
+23,563
3248
$353K ﹤0.01%
501
+205
3249
$352K ﹤0.01%
+25,143
3250
$351K ﹤0.01%
22,007
-707