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
1001
$32.9M 0.01%
4,100,187
+2,977,784
1002
$32.9M 0.01%
804,685
-152,590
1003
$32.8M 0.01%
2,695,961
+29,302
1004
$32.8M 0.01%
633,684
-1,346,274
1005
$32.7M 0.01%
479,537
-162,579
1006
$32.6M 0.01%
226,156
+25,403
1007
$32.5M 0.01%
445,725
-813,626
1008
$32.5M 0.01%
31,075
-1,941
1009
$32.5M 0.01%
1,673,160
-232
1010
$32.4M 0.01%
471,925
+7,482
1011
$32.3M 0.01%
850,402
+489,389
1012
$32.3M 0.01%
653,126
+216,222
1013
$32.1M 0.01%
734,180
+200
1014
$32.1M 0.01%
1,653,400
+1,580,625
1015
$32M 0.01%
3,092
-24
1016
$32M 0.01%
5,783,224
+21,543
1017
$32M 0.01%
615,205
-85,250
1018
$31.9M 0.01%
1,997,074
+703,555
1019
$31.7M 0.01%
653,376
-41,321
1020
$31.7M 0.01%
1,683,140
-523,436
1021
$31.7M 0.01%
710,164
-335,092
1022
$31.6M 0.01%
1,673,444
-86,003
1023
$31.5M 0.01%
554,022
+3,135
1024
$31.4M 0.01%
657,032
-16,408
1025
$31.4M 0.01%
1,174,785
+918,516