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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$40M 0.01%
2,349,806
+235,990
977
$40M 0.01%
246,197
+32,081
978
$40M 0.01%
2,373,729
+2,373,633
979
$39.9M 0.01%
388,747
+205,992
980
$39.7M 0.01%
672,012
-33,573
981
$39.7M 0.01%
1,022,581
-481,932
982
$39.7M 0.01%
649,056
-220,549
983
$39.6M 0.01%
389,150
+51,226
984
$39.6M 0.01%
2,422,129
+1,007,567
985
$39.6M 0.01%
1,898,001
+490,422
986
$39.5M 0.01%
2,312,089
+2,269,953
987
$39.5M 0.01%
471,958
+324,455
988
$39.2M 0.01%
5,126,808
-293,395
989
$39M 0.01%
256,521
+48,154
990
$38.9M 0.01%
725,639
+647,507
991
$38.7M 0.01%
360,505
+55,083
992
$38.6M 0.01%
295,299
-22,454
993
$38.5M 0.01%
850,415
+79,277
994
$38.4M 0.01%
2,371,647
-97,022
995
$38.4M 0.01%
255,042
-15,845
996
$38.4M 0.01%
848,919
-100,264
997
$38.3M 0.01%
402,435
-51,136
998
$38.3M 0.01%
2,470,389
+6,792
999
$38.2M 0.01%
230,403
-72,175
1000
$38.2M 0.01%
490,303
-149,959