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
3601
$218K ﹤0.01%
+17,143
3602
$218K ﹤0.01%
18,824
+18,288
3603
$218K ﹤0.01%
8,212
-4,983
3604
$217K ﹤0.01%
32,360
-1,829
3605
$214K ﹤0.01%
2,923
+2,273
3606
$213K ﹤0.01%
6,747
-1,707
3607
$213K ﹤0.01%
39,009
-75,820
3608
$212K ﹤0.01%
8,945
+2,397
3609
$211K ﹤0.01%
7,805
-2,344
3610
$211K ﹤0.01%
14,485
+8,968
3611
$211K ﹤0.01%
15,822
+228
3612
$210K ﹤0.01%
15,399
-207,547
3613
$210K ﹤0.01%
4,571
-19,389
3614
$209K ﹤0.01%
195,400
3615
$209K ﹤0.01%
+5,295
3616
$207K ﹤0.01%
5,097
-759
3617
$207K ﹤0.01%
3,745
+265
3618
$207K ﹤0.01%
7,839
+4,889
3619
$207K ﹤0.01%
38,321
+32,907
3620
$207K ﹤0.01%
+6,820
3621
$206K ﹤0.01%
6,912
+1,538
3622
$206K ﹤0.01%
4,958
-956
3623
$206K ﹤0.01%
4,808
+317
3624
$206K ﹤0.01%
5,885
-1,773
3625
$205K ﹤0.01%
14,712
-35,271