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
3526
$99K ﹤0.01%
23,345
+264
3527
$99K ﹤0.01%
13,681
+4,120
3528
$99K ﹤0.01%
35
-12
3529
$98K ﹤0.01%
6,859
-5,765
3530
$98K ﹤0.01%
10,814
-13,637
3531
$98K ﹤0.01%
3,760
-2,837
3532
$97K ﹤0.01%
7,276
-16,051
3533
$97K ﹤0.01%
21,893
-2,097
3534
$96K ﹤0.01%
2,340
+125
3535
$96K ﹤0.01%
+33,900
3536
$96K ﹤0.01%
15,741
-3,473
3537
$95K ﹤0.01%
10,631
-10,166
3538
$95K ﹤0.01%
6,336
-7,562
3539
$95K ﹤0.01%
5,756
-9,998
3540
$95K ﹤0.01%
5,100
-400
3541
$95K ﹤0.01%
4,341
-426
3542
$94K ﹤0.01%
6,152
+648
3543
$94K ﹤0.01%
1,201
+1,200
3544
$94K ﹤0.01%
1,011
+306
3545
$94K ﹤0.01%
6,211
-8,925
3546
$93K ﹤0.01%
11,400
3547
$93K ﹤0.01%
2,024
+1,699
3548
$93K ﹤0.01%
1,601
+506
3549
$93K ﹤0.01%
2,173
-2,877
3550
$92K ﹤0.01%
22,235
-11,605