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
1026
$31.3M 0.01%
621,301
-106,686
1027
$31.1M 0.01%
786,301
-40,355
1028
$31.1M 0.01%
775,463
+7,014
1029
$31M 0.01%
1,949,499
+798,338
1030
$30.9M 0.01%
1,828,314
+823,612
1031
$30.8M 0.01%
650,020
+90,253
1032
$30.8M 0.01%
848,802
-77,706
1033
$30.7M 0.01%
1,387,443
+766,418
1034
$30.6M 0.01%
603,564
+389,204
1035
$30.4M 0.01%
1,074,210
-155,386
1036
$30.3M 0.01%
863,373
-45,324
1037
$30.1M 0.01%
202,666
-78,306
1038
$30M 0.01%
+600,141
1039
$30M 0.01%
564,764
-44,305
1040
$29.9M 0.01%
483,786
-3,449
1041
$29.9M 0.01%
479,514
-52,164
1042
$29.9M 0.01%
1,462,500
+908,879
1043
$29.8M 0.01%
198,764
-10,172
1044
$29.7M 0.01%
258,242
-174,393
1045
$29.6M 0.01%
1,535,931
+431,522
1046
$29.6M 0.01%
3,207,691
+32,528
1047
$29.5M 0.01%
453,992
-49,609
1048
$29.5M 0.01%
832,150
-18,336
1049
$29.5M 0.01%
1,904,739
+211,928
1050
$29.5M 0.01%
1,344,386
-605,468