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
551
$114M 0.03%
1,401,487
-3,264,934
552
$113M 0.03%
2,454,277
+4,604
553
$113M 0.03%
2,819,270
-87,438
554
$112M 0.03%
898,269
-57,522
555
$112M 0.03%
1,134,074
+47,035
556
$112M 0.03%
2,489,445
-5,324,306
557
$111M 0.03%
4,064,612
+401,849
558
$110M 0.03%
839,133
-248,309
559
$110M 0.03%
1,594,780
+127,118
560
$110M 0.03%
875,300
-119,547
561
$109M 0.03%
1,063,304
-53,186
562
$109M 0.02%
6,536,278
+313,746
563
$108M 0.02%
2,290,300
-1,939,880
564
$108M 0.02%
1,900,283
-21,138
565
$107M 0.02%
2,639,617
+423,168
566
$107M 0.02%
618,293
-21,889
567
$107M 0.02%
4,149,661
-549,543
568
$106M 0.02%
3,032,548
-1,272,125
569
$106M 0.02%
9,019,807
+1,367,273
570
$106M 0.02%
1,667,723
+95,799
571
$105M 0.02%
1,820,984
-698,120
572
$105M 0.02%
4,289,298
+283,435
573
$104M 0.02%
1,311,851
+52,132
574
$104M 0.02%
3,657,383
-1,980,437
575
$103M 0.02%
2,799,018
-573,344