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
3751
$149K ﹤0.01%
9,151
-17,396
3752
$149K ﹤0.01%
35,076
+22,193
3753
$149K ﹤0.01%
9,478
-18,332
3754
$148K ﹤0.01%
4,419
-369
3755
$148K ﹤0.01%
+15,392
3756
$148K ﹤0.01%
2,600
-105,118
3757
$148K ﹤0.01%
15,580
-8,349
3758
$147K ﹤0.01%
47,952
+1,884
3759
$147K ﹤0.01%
+8,000
3760
$146K ﹤0.01%
+6,300
3761
$145K ﹤0.01%
5,734
-135,046
3762
$145K ﹤0.01%
3,828
-13,322
3763
$145K ﹤0.01%
9,531
+4,790
3764
$145K ﹤0.01%
4,851
+507
3765
$144K ﹤0.01%
1,705
+315
3766
$144K ﹤0.01%
3,026
+1,126
3767
$144K ﹤0.01%
+5,730
3768
$144K ﹤0.01%
5,798
+301
3769
$144K ﹤0.01%
6,284
-11,983
3770
$143K ﹤0.01%
+2,211
3771
$143K ﹤0.01%
22,318
+1,054
3772
$143K ﹤0.01%
7,525
+5,608
3773
$143K ﹤0.01%
+16,430
3774
$143K ﹤0.01%
14,846
-3,527
3775
$142K ﹤0.01%
672
+18