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
$377B
AUM Growth
+$4.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,587
New
Increased
Reduced
Closed

Top Buys

1
+$4.01B
2
+$1.21B
3
+$701M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$667M
5
BABA icon
Alibaba
BABA
+$590M

Top Sells

1
+$2.5B
2
+$1.04B
3
+$890M
4
MCK icon
McKesson
MCK
+$842M
5
KO icon
Coca-Cola
KO
+$687M

Sector Composition

1 Financials 14.28%
2 Technology 11.89%
3 Healthcare 10.68%
4 Consumer Discretionary 9%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38B 0.34%
31,713,868
+9,176
52
$1.35B 0.33%
6,784,480
+1,650,366
53
$1.34B 0.33%
24,440,962
+1,712,291
54
$1.33B 0.33%
12,969,794
-1,815,924
55
$1.33B 0.33%
7,492,514
-82,155
56
$1.31B 0.32%
6,022,629
+1,770,506
57
$1.29B 0.32%
10,994,724
+5,688,707
58
$1.28B 0.31%
16,264,669
+6,581,411
59
$1.28B 0.31%
29,839,369
+8,835,456
60
$1.28B 0.31%
11,629,362
-2,757,515
61
$1.27B 0.31%
7,198,256
+604,533
62
$1.27B 0.31%
17,550,763
+1,327,608
63
$1.26B 0.31%
17,546,669
+4,511,539
64
$1.24B 0.31%
31,445,437
+1,767,008
65
$1.24B 0.3%
23,793,121
-2,535,189
66
$1.22B 0.3%
129,241,720
-56,774,140
67
$1.2B 0.3%
10,399,863
-2,879,196
68
$1.18B 0.29%
4,359,748
-600,701
69
$1.13B 0.28%
3,614,472
+518,928
70
$1.13B 0.28%
10,671,691
+5,576,543
71
$1.11B 0.27%
14,417,742
-2,623,131
72
$1.11B 0.27%
3,061,545
-310,789
73
$1.1B 0.27%
46,076,366
+202,502
74
$1.08B 0.27%
34,223,484
-2,514,063
75
$1.06B 0.26%
4,938,953
+533,564
1 2
3
4 5