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
3701
$52K ﹤0.01%
2,000
3702
$52K ﹤0.01%
19,406
-19,484
3703
$52K ﹤0.01%
+12,583
3704
$51K ﹤0.01%
1,205
3705
$51K ﹤0.01%
3,058
-2,915
3706
$51K ﹤0.01%
2,200
+1,500
3707
$51K ﹤0.01%
5,526
-11,413
3708
$50K ﹤0.01%
34,973
-53,916
3709
$50K ﹤0.01%
1,598
3710
$50K ﹤0.01%
5,764
-4,509
3711
$50K ﹤0.01%
+2,700
3712
$50K ﹤0.01%
4,616
-2,049
3713
$50K ﹤0.01%
828
-522
3714
$50K ﹤0.01%
4,357
-6,205
3715
$50K ﹤0.01%
1,818
-5,153
3716
$50K ﹤0.01%
5,459
3717
$50K ﹤0.01%
1,820
-2,159
3718
$49K ﹤0.01%
15
-15
3719
$49K ﹤0.01%
37,104
-37,916
3720
$48K ﹤0.01%
+3,719
3721
$48K ﹤0.01%
2,729
-7,629
3722
$48K ﹤0.01%
+2,000
3723
$48K ﹤0.01%
+8,500
3724
$48K ﹤0.01%
26,561
-55,233
3725
$47K ﹤0.01%
3,780
-15,314