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 Buys

1
+$2.63B
2
+$937M
3
+$753M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$717M
5
DD
Du Pont De Nemours E I
DD
+$645M

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
51
$1.4B 0.32%
1,224,188
-196,649
52
$1.35B 0.31%
19,618,912
-1,207,805
53
$1.35B 0.31%
15,718,258
-78,990
54
$1.33B 0.3%
6,423,068
+1,663,785
55
$1.33B 0.3%
31,877,828
+1,660,624
56
$1.32B 0.3%
23,090,755
-5,722,489
57
$1.31B 0.3%
17,921,562
+2,232,225
58
$1.29B 0.29%
28,678,331
+1,269,062
59
$1.28B 0.29%
19,169,830
-3,130,693
60
$1.25B 0.29%
55,945,277
-1,197,207
61
$1.24B 0.28%
36,264,054
+3,070,714
62
$1.24B 0.28%
10,426,234
-165,171
63
$1.21B 0.28%
6,543,820
-225,216
64
$1.2B 0.27%
33,056,662
+979,900
65
$1.2B 0.27%
19,793,843
+2,080,184
66
$1.18B 0.27%
12,970,939
+1,346,904
67
$1.16B 0.27%
30,580,239
+1,481,539
68
$1.12B 0.26%
28,439,193
+3,673,955
69
$1.09B 0.25%
3,058,694
+460,192
70
$1.09B 0.25%
16,666,541
-892,599
71
$1.08B 0.25%
26,409,926
+231,862
72
$1.06B 0.24%
6,936,028
-2,273,372
73
$1.06B 0.24%
7,470,783
-1,149,882
74
$1.06B 0.24%
4,637,944
+186,331
75
$1.03B 0.24%
22,611,535
+8,927,414
1 2
3
4 5