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
3251
$520K ﹤0.01%
13,473
+268
3252
$520K ﹤0.01%
10,732
-144
3253
$520K ﹤0.01%
19,660
-19,059
3254
$517K ﹤0.01%
11,150
+10,484
3255
$516K ﹤0.01%
11,882
+1,880
3256
$515K ﹤0.01%
13,277
-404
3257
$514K ﹤0.01%
+37,904
3258
$514K ﹤0.01%
14,327
+6
3259
$512K ﹤0.01%
20,680
-3,720
3260
$512K ﹤0.01%
6,209
+1,890
3261
$511K ﹤0.01%
13,843
+6,449
3262
$510K ﹤0.01%
14,516
-39
3263
$510K ﹤0.01%
14,017
+11,423
3264
$509K ﹤0.01%
75,512
+69,707
3265
$508K ﹤0.01%
+2,657
3266
$508K ﹤0.01%
39,906
+38,091
3267
$507K ﹤0.01%
16,554
+8,630
3268
$507K ﹤0.01%
+8,672
3269
$506K ﹤0.01%
+7,610
3270
$506K ﹤0.01%
19,225
-13,453
3271
$506K ﹤0.01%
113,761
-122,888
3272
$505K ﹤0.01%
21,004
-27,370
3273
$504K ﹤0.01%
35,896
+14,781
3274
$503K ﹤0.01%
63,296
+3,794
3275
$501K ﹤0.01%
111,161
+1,054