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
$416B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,723
New
Increased
Reduced
Closed

Top Buys

1
+$2.05B
2
+$955M
3
+$684M
4
MSFT icon
Microsoft
MSFT
+$670M
5
PEP icon
PepsiCo
PEP
+$633M

Top Sells

1
+$1.65B
2
+$1.18B
3
+$778M
4
BKNG icon
Booking.com
BKNG
+$756M
5
SLB icon
SLB Ltd
SLB
+$636M

Sector Composition

1 Financials 14.01%
2 Healthcare 11.89%
3 Technology 11.14%
4 Consumer Discretionary 8.53%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31B 0.53%
35,784,971
+2,088,522
27
$2.28B 0.52%
31,352,952
+1,411,396
28
$2.25B 0.51%
79,739,800
+8,152,870
29
$2.23B 0.51%
30,019,708
+713,579
30
$2.1B 0.48%
19,352,477
+4,647,076
31
$2.06B 0.47%
11,561,855
+108,771
32
$2.04B 0.46%
41,951,057
-11,097,955
33
$2.01B 0.46%
53,537,845
-1,333,458
34
$1.99B 0.45%
17,892,440
-513,838
35
$1.95B 0.44%
8,628,942
+2,205,874
36
$1.92B 0.44%
29,400,615
-649,693
37
$1.91B 0.44%
19,494,605
-2,694,955
38
$1.74B 0.4%
16,597,579
-892,053
39
$1.73B 0.39%
16,765,792
-2,752,790
40
$1.7B 0.39%
18,182,571
-3,105,329
41
$1.68B 0.38%
239,085,110
+23,323,670
42
$1.64B 0.37%
48,367,086
+7,131,137
43
$1.61B 0.37%
86,663,820
+33,648,700
44
$1.59B 0.36%
61,110,292
+6,687,688
45
$1.58B 0.36%
37,551,597
-314,967
46
$1.51B 0.34%
20,432,654
-743,885
47
$1.5B 0.34%
33,447,269
-168,881
48
$1.46B 0.33%
17,548,217
-7,622,444
49
$1.41B 0.32%
16,265,739
+547,481
50
$1.4B 0.32%
32,344,804
+466,976
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