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
3601
$47K ﹤0.01%
16,058
3602
$46K ﹤0.01%
28,732
-651
3603
$46K ﹤0.01%
7,560
-855
3604
$45K ﹤0.01%
8
-2
3605
$43K ﹤0.01%
767
+97
3606
$43K ﹤0.01%
534,978
3607
$42K ﹤0.01%
2,469
-12,004
3608
$41K ﹤0.01%
+13,495
3609
$38K ﹤0.01%
1,181
-3,889
3610
$38K ﹤0.01%
1,068
-115
3611
$37K ﹤0.01%
28,890
-25,989
3612
0
3613
$34K ﹤0.01%
21,467
-4,379
3614
$32K ﹤0.01%
217
-903
3615
$32K ﹤0.01%
18,126
-32,594
3616
$31K ﹤0.01%
13,505
-71,629
3617
$30K ﹤0.01%
885
-258
3618
$28K ﹤0.01%
+1,014
3619
$27K ﹤0.01%
11,882
-16,804
3620
$26K ﹤0.01%
2,697
-14,871
3621
$25K ﹤0.01%
13,728
-3,931
3622
$25K ﹤0.01%
1,573
-8,484
3623
$24K ﹤0.01%
19,227
-7,760
3624
$21K ﹤0.01%
22,140
-17,812
3625
$16K ﹤0.01%
+1,365