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
3526
$267K ﹤0.01%
+8,280
3527
$267K ﹤0.01%
9,223
3528
$265K ﹤0.01%
70,709
+69,709
3529
$265K ﹤0.01%
8,548
+314
3530
$265K ﹤0.01%
11,704
+5,630
3531
$263K ﹤0.01%
236,655
-2,500
3532
$263K ﹤0.01%
+12,797
3533
$263K ﹤0.01%
7,100
+752
3534
$263K ﹤0.01%
402
-973
3535
$262K ﹤0.01%
61,481
+53,147
3536
$261K ﹤0.01%
16,696
+13,808
3537
$261K ﹤0.01%
81,678
-98,580
3538
$259K ﹤0.01%
6,606
+121
3539
$258K ﹤0.01%
4,590
+37
3540
$257K ﹤0.01%
14,491
-83,793
3541
$256K ﹤0.01%
2,054
3542
$256K ﹤0.01%
+9,426
3543
$255K ﹤0.01%
30,968
+21,852
3544
$255K ﹤0.01%
13,940
-23,829
3545
$254K ﹤0.01%
10,757
3546
$254K ﹤0.01%
9,952
+7,734
3547
$253K ﹤0.01%
7,332
-42,551
3548
$253K ﹤0.01%
+3,551
3549
$252K ﹤0.01%
48,691
-117,273
3550
$252K ﹤0.01%
18,186
+8,647