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
1176
$22.6M 0.01%
366,306
+8,731
1177
$22.6M 0.01%
1,433,121
+54,286
1178
$22.4M 0.01%
700,007
-208,430
1179
$22.4M 0.01%
192,885
+10,285
1180
$22.3M 0.01%
278,426
+40,770
1181
$22.3M 0.01%
985,138
+702,558
1182
$22.2M 0.01%
504,350
+55,959
1183
$22.2M 0.01%
200,896
+4,574
1184
$22.1M 0.01%
112,730
+39,337
1185
$22M 0.01%
321,183
+48,949
1186
$21.9M 0.01%
1,086,591
+371,321
1187
$21.9M 0.01%
65,406
+42,651
1188
$21.9M 0.01%
306,744
+32,411
1189
$21.9M 0.01%
1,312,252
+22,734
1190
$21.8M 0.01%
511,312
-286
1191
$21.7M 0.01%
580,035
-634,376
1192
$21.7M 0.01%
780,417
+282,519
1193
$21.7M 0.01%
537,058
-123,976
1194
$21.7M 0.01%
805,335
-5,735
1195
$21.6M ﹤0.01%
843,238
-891,800
1196
$21.6M ﹤0.01%
1,003,423
+157,581
1197
$21.5M ﹤0.01%
3,670,203
+508,572
1198
$21.5M ﹤0.01%
269,030
-11,824
1199
$21.4M ﹤0.01%
628,507
-969,958
1200
$21.4M ﹤0.01%
931,292
+137,615