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
976
$35.6M 0.01%
518,291
-156,669
977
$35.5M 0.01%
269,555
+123,035
978
$35.4M 0.01%
2,688,806
+738,767
979
$35.3M 0.01%
408,774
+340,395
980
$35.3M 0.01%
613,836
+113,408
981
$35.3M 0.01%
1,515,038
+6,563
982
$35.2M 0.01%
1,355,730
+108,821
983
$35.2M 0.01%
1,411,129
+110,561
984
$35.2M 0.01%
1,243,684
-245,224
985
$35.2M 0.01%
1,097,401
+270,511
986
$35.1M 0.01%
1,446,250
-660,541
987
$35.1M 0.01%
809,711
-153,034
988
$35M 0.01%
4,541,631
-128,549
989
$34.9M 0.01%
1,091,797
+345,149
990
$34.7M 0.01%
927,921
+412,325
991
$34.6M 0.01%
648,820
+134,723
992
$34.6M 0.01%
1,189,597
-1,465,646
993
$34.6M 0.01%
6,122,951
-187,509
994
$34.5M 0.01%
1,630,487
+65,619
995
$34.5M 0.01%
374,219
-168,358
996
$34.4M 0.01%
39,060
+30,256
997
$34.4M 0.01%
892,676
-608,908
998
$34.3M 0.01%
445,051
+89,989
999
$34.3M 0.01%
797,339
+726,247
1000
$34.2M 0.01%
1,754,019
+110,049