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
701
$69.4M 0.02%
1,667,526
+188,281
702
$69.3M 0.02%
1,174,866
+133,579
703
$69.3M 0.02%
457,748
+42,661
704
$69.1M 0.02%
2,336,207
-795,519
705
$69M 0.02%
928,036
+489,349
706
$68.9M 0.02%
3,884,265
-455,071
707
$68.9M 0.02%
2,509,117
+41,529
708
$68.6M 0.02%
934,173
+723,910
709
$68.5M 0.02%
1,780,354
-329,970
710
$68.2M 0.02%
570,464
-24,513
711
$68.1M 0.02%
863,233
+68,838
712
$67.9M 0.02%
518,950
+472,900
713
$67.8M 0.02%
3,519,459
-836,235
714
$67.3M 0.02%
1,657,726
-226,059
715
$67.3M 0.02%
510,821
+55,812
716
$67.2M 0.02%
1,726,380
+195,242
717
$67.2M 0.02%
1,405,855
+193,661
718
$67.2M 0.02%
4,531,073
+4,509,250
719
$67M 0.02%
7,270,443
-426,669
720
$67M 0.02%
861,315
+416,651
721
$66.9M 0.02%
2,475,538
-305,413
722
$66.8M 0.02%
1,627,998
+34,653
723
$66.7M 0.02%
3,510,941
+324,526
724
$66.6M 0.02%
1,569,520
+137,442
725
$66.6M 0.02%
1,118,945
-2,063,829