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
1051
$29.2M 0.01%
907,163
-29,583
1052
$29.2M 0.01%
730,911
+138,796
1053
$29M 0.01%
751,101
+214,665
1054
$28.9M 0.01%
531,127
+133,572
1055
$28.8M 0.01%
716,692
-665,952
1056
$28.7M 0.01%
1,631,454
-702,050
1057
$28.7M 0.01%
+1,690,342
1058
$28.6M 0.01%
363,443
-159,842
1059
$28.4M 0.01%
1,599,802
+419,351
1060
$28.3M 0.01%
576,929
-189,359
1061
$28.3M 0.01%
789,853
-41,991
1062
$28.1M 0.01%
836,649
+257,335
1063
$28.1M 0.01%
836,176
+77,126
1064
$28M 0.01%
600,109
+589,079
1065
$27.8M 0.01%
6,145,760
+3,410,462
1066
$27.8M 0.01%
518,031
-546,759
1067
$27.8M 0.01%
595,354
-153,464
1068
$27.8M 0.01%
806,819
+219,582
1069
$27.7M 0.01%
406,037
+312,931
1070
$27.7M 0.01%
462,446
+173,289
1071
$27.7M 0.01%
66,822
+2,621
1072
$27.7M 0.01%
619,347
+25,238
1073
$27.6M 0.01%
1,542,759
-276,067
1074
$27.4M 0.01%
837,325
+20,873
1075
$27.4M 0.01%
620,573
-144,816