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
51
$1.45B 0.33%
17,736,634
-528,358
52
$1.45B 0.33%
18,028,546
+4,680,726
53
$1.43B 0.33%
11,853,449
+707,463
54
$1.42B 0.33%
44,372,344
-13,684
55
$1.35B 0.31%
24,741,841
-4,148,974
56
$1.32B 0.3%
28,076,998
-12,308,273
57
$1.32B 0.3%
11,694,608
-1,462,440
58
$1.31B 0.3%
27,266,402
-2,874,895
59
$1.28B 0.29%
3,917,028
-1,033,706
60
$1.28B 0.29%
51,319,364
-260,749
61
$1.26B 0.29%
15,208,018
+3,493,132
62
$1.24B 0.28%
10,001,435
-357,070
63
$1.24B 0.28%
10,945,668
+6,122,765
64
$1.23B 0.28%
14,964,589
-2,963,973
65
$1.22B 0.28%
20,312,609
-601,077
66
$1.18B 0.27%
434,759,760
+3,414,720
67
$1.18B 0.27%
13,653,199
-1,681,106
68
$1.18B 0.27%
14,788,107
-2,079,455
69
$1.17B 0.27%
6,356,070
-341,038
70
$1.16B 0.26%
23,769,671
-76,687
71
$1.15B 0.26%
12,056,854
-584,128
72
$1.13B 0.26%
28,523,016
-3,374,782
73
$1.13B 0.26%
25,319,920
-300,637
74
$1.12B 0.26%
19,260,374
+678,925
75
$1.12B 0.26%
10,537,234
-182,746