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
3351
$269K ﹤0.01%
8,044
-5,714
3352
$269K ﹤0.01%
61,644
+31,698
3353
$269K ﹤0.01%
34,956
-100,366
3354
$267K ﹤0.01%
11,514
-1,246
3355
$267K ﹤0.01%
13,200
-556,279
3356
$266K ﹤0.01%
7,367
-2,808
3357
$266K ﹤0.01%
+17,967
3358
$265K ﹤0.01%
5,792
-885
3359
$264K ﹤0.01%
+12,734
3360
$264K ﹤0.01%
20,634
-3,815
3361
$264K ﹤0.01%
+7,453
3362
$263K ﹤0.01%
12,642
-45,619
3363
$263K ﹤0.01%
15,617
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3364
$262K ﹤0.01%
31,705
+13,939
3365
$261K ﹤0.01%
+16,816
3366
$261K ﹤0.01%
14,578
-261,529
3367
$261K ﹤0.01%
11,326
+831
3368
$261K ﹤0.01%
89,429
+58,264
3369
$260K ﹤0.01%
35,927
-162
3370
$260K ﹤0.01%
+9,203
3371
$259K ﹤0.01%
2,069
+23
3372
$258K ﹤0.01%
7,370
-15,752
3373
$258K ﹤0.01%
+16,177
3374
$257K ﹤0.01%
+11,941
3375
$256K ﹤0.01%
+34,182