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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$237K ﹤0.01%
+11,715
3227
$236K ﹤0.01%
13,887
-33,189
3228
$235K ﹤0.01%
10,194
+7,763
3229
$234K ﹤0.01%
2,996
-1,583
3230
$233K ﹤0.01%
16,630
-7,554
3231
$232K ﹤0.01%
12,614
-23,728
3232
$231K ﹤0.01%
13,220
3233
$230K ﹤0.01%
+4,869
3234
$230K ﹤0.01%
9,076
-8,708
3235
$229K ﹤0.01%
12,315
-8,919
3236
$228K ﹤0.01%
792
-4,304
3237
$228K ﹤0.01%
3,545
-45,327
3238
$227K ﹤0.01%
11,466
+9,932
3239
$227K ﹤0.01%
18,218
+13,218
3240
$226K ﹤0.01%
8,829
-135
3241
$225K ﹤0.01%
20,002
-35,711
3242
$225K ﹤0.01%
+8,156
3243
$225K ﹤0.01%
8,003
-4,030
3244
$224K ﹤0.01%
4,860
+195
3245
$224K ﹤0.01%
8,755
-120
3246
$223K ﹤0.01%
57,456
-41,279
3247
$222K ﹤0.01%
6,502
+5,997
3248
$222K ﹤0.01%
10,256
+9,256
3249
$222K ﹤0.01%
19,004
-105,044
3250
$220K ﹤0.01%
+26,241