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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$28.5M 0.01%
482,901
+123,051
1152
$28.4M 0.01%
3,604,971
+3,385,625
1153
$28.4M 0.01%
807,853
+268,291
1154
$28.3M 0.01%
287,423
+52,008
1155
$28.2M 0.01%
908,374
+569,796
1156
$28.2M 0.01%
536,195
+452,472
1157
$28.1M 0.01%
630,870
+35,811
1158
$28.1M 0.01%
1,084,171
+48,483
1159
$28M 0.01%
218,279
-29,722
1160
$28M 0.01%
970,582
1161
$28M 0.01%
539,168
-96,847
1162
$28M 0.01%
1,736,548
+183,985
1163
$27.9M 0.01%
4,378,714
-525,543
1164
$27.9M 0.01%
2,034,428
+1,639,422
1165
$27.9M 0.01%
855,138
+836,988
1166
$27.7M 0.01%
498,117
-356,903
1167
$27.7M 0.01%
355,285
-50,846
1168
$27.7M 0.01%
6,467,950
+89,262
1169
$27.6M 0.01%
525,909
-236,459
1170
$27.5M 0.01%
8,260,745
+2,117,235
1171
$27.3M 0.01%
1,402,176
+281,360
1172
$27.2M 0.01%
1,588,976
-134,967
1173
$27.1M 0.01%
438,131
-33,077
1174
$27.1M 0.01%
1,055,958
+680,005
1175
$27.1M 0.01%
699,366
-37,600