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
3351
$418K ﹤0.01%
10,659
-52,647
3352
$415K ﹤0.01%
8,255
+2,590
3353
$413K ﹤0.01%
+3,367
3354
$411K ﹤0.01%
3,953
+494
3355
$411K ﹤0.01%
19,516
+18,217
3356
$410K ﹤0.01%
+5,252
3357
$408K ﹤0.01%
32,335
-115,957
3358
$407K ﹤0.01%
13,425
+5,840
3359
$407K ﹤0.01%
7,553
-144
3360
$407K ﹤0.01%
9,994
-81
3361
$407K ﹤0.01%
6,761
3362
$406K ﹤0.01%
55,605
-20,420
3363
$405K ﹤0.01%
19,586
-12,676
3364
$403K ﹤0.01%
32,796
+15,651
3365
$403K ﹤0.01%
83,681
3366
$403K ﹤0.01%
49,905
-182,663
3367
$401K ﹤0.01%
+42,710
3368
$401K ﹤0.01%
37,613
+2,151
3369
$401K ﹤0.01%
47,306
+19,117
3370
$400K ﹤0.01%
8,305
+267
3371
$398K ﹤0.01%
22,757
-13,973
3372
$398K ﹤0.01%
+38,136
3373
$397K ﹤0.01%
16,920
+16,020
3374
$395K ﹤0.01%
90,836
+72,736
3375
$394K ﹤0.01%
27,224
+8,041