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
526
$121M 0.03%
1,630,346
+957,299
527
$121M 0.03%
1,816,861
+532,562
528
$121M 0.03%
10,157,624
+1,702,696
529
$120M 0.03%
1,250,862
+263,157
530
$120M 0.03%
3,158,856
-70,300
531
$120M 0.03%
4,615,472
-304,288
532
$119M 0.03%
3,207,621
-114,844
533
$119M 0.03%
2,194,622
+1,845,252
534
$119M 0.03%
3,482,727
-1,538,795
535
$119M 0.03%
22,678,343
-7,229,502
536
$119M 0.03%
1,173,860
+158,545
537
$117M 0.03%
5,491,902
+1,796,877
538
$117M 0.03%
1,427,493
+232,758
539
$117M 0.03%
1,017,627
+202,950
540
$117M 0.03%
+15,462,065
541
$117M 0.03%
2,404,845
+258,397
542
$116M 0.03%
2,127,096
+1,334,849
543
$115M 0.03%
6,258,293
+2,614,211
544
$115M 0.03%
10,840,204
-81,788
545
$115M 0.03%
1,629,364
+32,842
546
$115M 0.03%
773,301
+563,021
547
$115M 0.03%
2,944,472
-258,121
548
$115M 0.03%
475,521
+380,914
549
$114M 0.03%
882,279
-145,010
550
$114M 0.03%
23,004,714
-637,328