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
1101
$24.5M 0.01%
228,881
-588
1102
$24.5M 0.01%
1,043,304
+4,723
1103
$24.5M 0.01%
1,568,318
+1,234,394
1104
$24.5M 0.01%
831,633
+440,566
1105
$24.4M 0.01%
1,343,852
-169,710
1106
$24.4M 0.01%
3,992,136
+2,456,062
1107
$24.3M 0.01%
1,493,712
+12,408
1108
$24.3M 0.01%
346,048
-9,863
1109
$24.3M 0.01%
546,028
+146,090
1110
$24.3M 0.01%
517,450
-21,396
1111
$24.3M 0.01%
1,070,938
+270,516
1112
$24.3M 0.01%
1,336,226
+246,390
1113
$24.2M 0.01%
668,912
-13,794
1114
$24.2M 0.01%
1,061,002
+2,089
1115
$24.2M 0.01%
420,445
+37,643
1116
$24.1M 0.01%
1,773,972
+2,414
1117
$24.1M 0.01%
552,622
-90,448
1118
$24.1M 0.01%
9,712,941
+1,515
1119
$24M 0.01%
2,386,762
+259,621
1120
$24M 0.01%
783,949
+321,409
1121
$24M 0.01%
2,728,431
-106,407
1122
$23.9M 0.01%
2,244,229
+355,848
1123
$23.9M 0.01%
498,817
-315,228
1124
$23.9M 0.01%
464,221
+449,919
1125
$23.8M 0.01%
1,326
+1,117