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
1101
$25.9M 0.01%
1,738,218
-190,622
1102
$25.9M 0.01%
665,547
+130,663
1103
$25.9M 0.01%
1,720,067
+127,992
1104
$25.9M 0.01%
1,699,246
+590,468
1105
$25.8M 0.01%
1,037,060
+1,024,381
1106
$25.8M 0.01%
512,358
+165,804
1107
$25.8M 0.01%
225,822
-165,960
1108
$25.7M 0.01%
468,175
+130,216
1109
$25.7M 0.01%
1,251,208
-52,398
1110
$25.6M 0.01%
328,832
+202,985
1111
$25.6M 0.01%
3,465,797
+2,408,980
1112
$25.5M 0.01%
2,942,293
+22,832
1113
$25.5M 0.01%
1,501,806
+366,518
1114
$25.4M 0.01%
1,319,364
-94,667
1115
$25.4M 0.01%
458,019
+87,280
1116
$25.4M 0.01%
1,153,702
+284,280
1117
$25.4M 0.01%
781,017
+34,989
1118
$25.3M 0.01%
626,273
-255,699
1119
$25.2M 0.01%
720,430
-31,461
1120
$25.2M 0.01%
641,776
+5,715
1121
$25.2M 0.01%
314,074
+2,714
1122
$25.2M 0.01%
1,241,110
+51,083
1123
$25.1M 0.01%
701,288
+252,519
1124
$25.1M 0.01%
1,541,726
+922,964
1125
$25M 0.01%
705,946
+436,257