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
1076
$27.4M 0.01%
453,142
+125,732
1077
$27.3M 0.01%
1,102,284
+193,051
1078
$27.3M 0.01%
1,087,986
+35,760
1079
$27.2M 0.01%
1,725,510
+916,835
1080
$27.2M 0.01%
566,133
-1,064
1081
$27.1M 0.01%
782,616
-9,845
1082
$27.1M 0.01%
435,186
+12,598
1083
$27.1M 0.01%
505,905
-228,917
1084
$27.1M 0.01%
162,400
-57,392
1085
$27M 0.01%
671,002
-411,677
1086
$27M 0.01%
1,230,689
+10,909
1087
$26.9M 0.01%
725,362
+300,460
1088
$26.9M 0.01%
491,591
+82,945
1089
$26.9M 0.01%
207,410
-125,114
1090
$26.8M 0.01%
1,518,147
-46,901
1091
$26.8M 0.01%
1,002,017
-538,199
1092
$26.8M 0.01%
632,057
+538,261
1093
$26.6M 0.01%
2,572,992
+664,026
1094
$26.3M 0.01%
2,600,945
-32,783
1095
$26.3M 0.01%
580,984
-540,764
1096
$26.2M 0.01%
679,264
-28,675
1097
$26.2M 0.01%
332,355
+3,000
1098
$26.1M 0.01%
2,169,053
-1,006,846
1099
$26M 0.01%
1,863,877
-97,303
1100
$26M 0.01%
426,046
+23,339