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 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
776
$58.1M 0.01%
463,416
+34,194
777
$58.1M 0.01%
1,507,677
+1,022,639
778
$57.9M 0.01%
1,919,410
+210,382
779
$57.8M 0.01%
1,524,755
+429,128
780
$57.8M 0.01%
2,722,416
-1,224,084
781
$57.7M 0.01%
354,249
+221,862
782
$57.7M 0.01%
88,872
+73,772
783
$57.2M 0.01%
3,771,319
-62,872
784
$56.9M 0.01%
808,711
-396,521
785
$56.7M 0.01%
1,237,199
+249,053
786
$56M 0.01%
1,773,308
-112,571
787
$55.9M 0.01%
6,575,169
+5,183,666
788
$55.8M 0.01%
2,173,938
-2,675,143
789
$55.3M 0.01%
4,120,959
-749,272
790
$55.1M 0.01%
891,100
+118,490
791
$54.7M 0.01%
1,004,215
+168,375
792
$54.7M 0.01%
2,322,694
+681,294
793
$54M 0.01%
745,218
+652,280
794
$53.7M 0.01%
5,069,115
-37,914
795
$53.7M 0.01%
738,635
-473,657
796
$53.5M 0.01%
2,412,628
-152,844
797
$53.3M 0.01%
1,818,735
+111,657
798
$53.3M 0.01%
1,964,632
-448,625
799
$53.1M 0.01%
1,819,678
-172,742
800
$53.1M 0.01%
1,436,588
+585,395