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
876
$44M 0.01%
1,252,014
+175,446
877
$44M 0.01%
430,855
-41,515
878
$43.9M 0.01%
498,502
+47,821
879
$43.6M 0.01%
711,072
+227,752
880
$43.5M 0.01%
3,483,050
-104,506
881
$43.4M 0.01%
690,750
-4,675
882
$43.3M 0.01%
2,844,060
-1,328,981
883
$43M 0.01%
4,936,495
+298,720
884
$42.9M 0.01%
732,805
+381,965
885
$42.8M 0.01%
2,123,148
+1,278,616
886
$42.6M 0.01%
2,944,701
+720,806
887
$42.4M 0.01%
2,288,185
-39,049
888
$42.4M 0.01%
3,124,099
-45,758
889
$42.1M 0.01%
730,597
-191,835
890
$42M 0.01%
1,074,275
+8,548
891
$41.9M 0.01%
986,398
+143,635
892
$41.7M 0.01%
+757,668
893
$41.7M 0.01%
1,503,037
-19,315
894
$41.5M 0.01%
834,969
+29,306
895
$41.5M 0.01%
2,817,132
+142,130
896
$41.3M 0.01%
1,506,308
+66,665
897
$41.1M 0.01%
672,069
+663,094
898
$40.9M 0.01%
69,422
-4,629
899
$40.7M 0.01%
350,000
900
$40.5M 0.01%
1,175,333
+443,125