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
76
$1.11B 0.25%
12,376,904
-1,085,920
77
$1.1B 0.25%
32,930,497
-1,611,147
78
$1.08B 0.25%
30,472,298
-4,258,930
79
$1.06B 0.24%
56,341,104
+2,153,060
80
$1.06B 0.24%
4,616,502
+159,231
81
$1.06B 0.24%
16,954,140
+4,090,503
82
$1.02B 0.23%
9,361,376
-1,235,572
83
$1B 0.23%
20,083,700
+1,438,544
84
$990M 0.23%
7,112,675
+419,791
85
$989M 0.23%
3,617,561
-18,118
86
$958M 0.22%
7,232,447
-319,457
87
$922M 0.21%
4,927,013
+1,462,988
88
$902M 0.21%
11,331,902
-2,088,348
89
$901M 0.21%
7,586,118
+830,566
90
$884M 0.2%
12,371,606
+461,516
91
$879M 0.2%
18,803,463
-437,188
92
$878M 0.2%
5,106,304
+346,052
93
$878M 0.2%
12,430,634
-485,918
94
$878M 0.2%
5,672,025
+114,924
95
$878M 0.2%
12,919,948
-8,642,440
96
$876M 0.2%
16,843,350
-1,013,393
97
$865M 0.2%
15,647,441
-2,364,573
98
$858M 0.2%
12,546,613
+91,440
99
$858M 0.2%
15,394,797
+13,069,464
100
$857M 0.2%
2,235,265
-43,743