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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$26.5M 0.01%
56,185
+9,346
1052
$26.5M 0.01%
585,655
+176,281
1053
$26.4M 0.01%
391,784
-296,856
1054
$26.2M 0.01%
659,649
+99,848
1055
$26.1M 0.01%
816,039
+173,599
1056
$26.1M 0.01%
239,367
+10,699
1057
$26.1M 0.01%
681,278
+622,450
1058
$26.1M 0.01%
612,909
+175,047
1059
$26.1M 0.01%
579,238
+21,443
1060
$26M 0.01%
363,480
-48,102
1061
$26M 0.01%
850,397
+314,832
1062
$26M 0.01%
1,058,282
-302,603
1063
$25.9M 0.01%
633,593
+270,157
1064
$25.9M 0.01%
426,678
-14,095
1065
$25.8M 0.01%
2,483,877
+2,150,946
1066
$25.7M 0.01%
580,673
-21,172
1067
$25.6M 0.01%
3,735,505
+3,199,316
1068
$25.4M 0.01%
2,090,117
+1,732,962
1069
$25.4M 0.01%
1,202,438
+143,368
1070
$25.3M 0.01%
87,961
+67,011
1071
$25.2M 0.01%
2,944,200
-439,000
1072
$25.2M 0.01%
1,092,306
+26,157
1073
$25.2M 0.01%
1,293,936
-2,265
1074
$25.2M 0.01%
1,224,653
+121,213
1075
$25.1M 0.01%
721,563
-256,418