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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$211M 0.05%
1,590,374
+14,976
377
$210M 0.05%
1,970,360
+260,135
378
$208M 0.05%
817,994
+195,539
379
$207M 0.05%
4,279,870
-494,278
380
$207M 0.05%
2,798,838
-582,065
381
$205M 0.05%
5,066,965
-274,400
382
$204M 0.05%
4,580,506
-578,686
383
$203M 0.05%
2,429,434
-323,565
384
$202M 0.05%
978,735
-407,730
385
$202M 0.05%
4,088,829
-1,115,373
386
$202M 0.05%
4,758,801
-88,917
387
$202M 0.05%
3,509,456
-434,387
388
$200M 0.05%
2,393,992
-4,398
389
$200M 0.05%
2,724,373
+576,079
390
$199M 0.05%
2,632,639
+187,390
391
$199M 0.05%
10,827,320
-13,190
392
$199M 0.05%
2,067,456
-1,095,075
393
$198M 0.05%
1,572,197
+70,582
394
$198M 0.05%
2,433,582
-1,064,284
395
$197M 0.05%
4,209,382
+2,611,335
396
$197M 0.05%
3,892,521
+153,363
397
$197M 0.05%
9,099,332
+2,397,066
398
$197M 0.05%
8,328,289
-3,597,931
399
$197M 0.05%
7,795,556
-3,879,663
400
$196M 0.04%
4,439,477
+508,099