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
951
$36.6M 0.01%
1,403,302
+84,804
952
$36.5M 0.01%
819,128
+97,493
953
$36.5M 0.01%
3,619,720
+159,005
954
$36.5M 0.01%
1,473,972
-7,119
955
$36.3M 0.01%
1,214,831
-51,848
956
$36.3M 0.01%
494,337
+110,504
957
$36.2M 0.01%
841,690
+317,292
958
$36.2M 0.01%
1,027,972
-91,447
959
$36.2M 0.01%
1,326,257
+120,012
960
$36.1M 0.01%
1,664,849
-86,319
961
$36M 0.01%
190,160
-85,799
962
$36M 0.01%
158,576
-46,365
963
$35.9M 0.01%
2,540,917
-459,616
964
$35.9M 0.01%
850,770
-27,253
965
$35.8M 0.01%
2,451,821
-86,500
966
$35.8M 0.01%
2,452,602
-44,545
967
$35.8M 0.01%
4,575,243
+4,380,746
968
$35.7M 0.01%
872,993
+97,846
969
$35.7M 0.01%
879,171
+320,238
970
$35.6M 0.01%
609,755
-179,704
971
$35.6M 0.01%
359,439
+192,159
972
$35.6M 0.01%
652,043
+543,298
973
$35.5M 0.01%
2,203,873
-109,163
974
$35.5M 0.01%
887,397
-282,052
975
$35.3M 0.01%
827,639
-298,960