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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$68.2M 0.02%
1,035,678
-54,517
652
$68.1M 0.02%
360,890
-31,410
653
$67.7M 0.02%
5,748,190
+9,245
654
$67.3M 0.02%
5,374,586
+72,143
655
$67.2M 0.02%
2,575,761
-15,473
656
$66.7M 0.02%
1,672,110
+413,621
657
$66.5M 0.02%
2,349,095
-20,077
658
$66.4M 0.02%
4,748,870
+217,803
659
$66.3M 0.02%
1,057,742
-60,420
660
$65.6M 0.02%
1,062,240
-118,004
661
$65.6M 0.02%
3,313,257
-29,322
662
$65.6M 0.02%
5,756,009
+440,087
663
$65.5M 0.02%
1,632,324
-4,219
664
$65.3M 0.02%
4,026,873
-565,877
665
$64.7M 0.02%
1,066,451
-181,188
666
$64.1M 0.02%
3,031,228
-378,744
667
$63.5M 0.02%
1,518,250
-500,317
668
$62.5M 0.02%
3,781,665
+410,111
669
$61.9M 0.02%
3,470,412
-3,182,772
670
$61.4M 0.02%
1,489,461
+115,429
671
$60.9M 0.02%
705,187
+94,212
672
$60.7M 0.02%
915,265
-459,739
673
$60.6M 0.02%
2,274,579
+394,877
674
$60.6M 0.02%
1,073,351
+316,160
675
$60.1M 0.02%
482,336
-5,813,966