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
1151
$23.7M 0.01%
760,198
+28,761
1152
$23.7M 0.01%
+1,386,980
1153
$23.6M 0.01%
699,438
+61,361
1154
$23.6M 0.01%
1,194,316
+653,275
1155
$23.6M 0.01%
1,166,393
-3,999,749
1156
$23.5M 0.01%
610,962
+61,615
1157
$23.5M 0.01%
341,155
-19,794
1158
$23.4M 0.01%
556,766
-55,281
1159
$23.4M 0.01%
1,650,452
+558,248
1160
$23.3M 0.01%
+1,638,324
1161
$23.3M 0.01%
629,621
+134,895
1162
$23.2M 0.01%
2,841,657
-11,797,146
1163
$23.2M 0.01%
964,392
+62,527
1164
$23.2M 0.01%
436,868
+52,426
1165
$23.2M 0.01%
472,452
-242,954
1166
$23.2M 0.01%
656,575
-7,461
1167
$23.1M 0.01%
2,938,494
-10,025,964
1168
$23M 0.01%
801,674
+757,889
1169
$22.9M 0.01%
5,854
-2,395
1170
$22.9M 0.01%
605,968
-12,410
1171
$22.8M 0.01%
271,859
-32,264
1172
$22.7M 0.01%
383,182
+45,844
1173
$22.7M 0.01%
1,367,716
-177
1174
$22.7M 0.01%
3,854,417
+217,580
1175
$22.7M 0.01%
702,713
+171,823