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
3276
$203K ﹤0.01%
4,866
-5,904
3277
$203K ﹤0.01%
44,314
-76,575
3278
$202K ﹤0.01%
54,028
-115,444
3279
$201K ﹤0.01%
7,182
-3,900
3280
$201K ﹤0.01%
44,574
-3,379
3281
$201K ﹤0.01%
16,092
-8,875
3282
$200K ﹤0.01%
4,000
3283
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6,819
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3284
$200K ﹤0.01%
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3285
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2,230
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3286
$199K ﹤0.01%
13,368
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3287
$199K ﹤0.01%
7,515
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3288
$194K ﹤0.01%
11,178
-18,618
3289
$194K ﹤0.01%
23,553
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3290
$194K ﹤0.01%
37,366
-16,895
3291
$192K ﹤0.01%
+145,297
3292
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9,995
-12,306
3293
$192K ﹤0.01%
7,627
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3294
$191K ﹤0.01%
20,388
3295
$190K ﹤0.01%
5,214
-9,636
3296
$190K ﹤0.01%
5,238
+1,545
3297
$190K ﹤0.01%
23,393
-1,266
3298
$190K ﹤0.01%
21,400
-15,141
3299
$189K ﹤0.01%
+74,275
3300
$189K ﹤0.01%
137,397
-123,802