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
26
$2.2B 0.5%
15,418,858
+2,432,500
27
$2.2B 0.5%
24,705,752
+901,380
28
$2.08B 0.47%
48,511,207
+1,101,417
29
$2B 0.46%
9,262,404
+504,416
30
$1.94B 0.44%
30,632,609
+7,487,810
31
$1.9B 0.43%
17,647,290
+2,486,454
32
$1.79B 0.41%
13,769,121
-1,263,939
33
$1.78B 0.41%
7,522,134
+1,445,287
34
$1.78B 0.41%
18,245,293
+2,071,399
35
$1.77B 0.4%
12,879,975
+4,745,881
36
$1.76B 0.4%
20,887,364
-143,380
37
$1.76B 0.4%
9,433,498
-218,651
38
$1.73B 0.4%
33,643,524
+1,381,270
39
$1.69B 0.39%
53,758,732
+7,218,252
40
$1.68B 0.38%
51,282,667
+780,738
41
$1.68B 0.38%
7,037,048
+183,799
42
$1.63B 0.37%
12,285,878
-1,087,731
43
$1.61B 0.37%
13,425,101
-882,626
44
$1.61B 0.37%
35,008,872
+1,378,483
45
$1.6B 0.36%
39,085,748
-3,506,003
46
$1.55B 0.35%
36,012,581
-306,975
47
$1.54B 0.35%
7,493,405
+955,075
48
$1.54B 0.35%
14,386,571
+1,812,538
49
$1.52B 0.35%
32,485,768
+923,096
50
$1.48B 0.34%
23,331,261
-620,010