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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$23.8M 0.01%
1,007,348
+30,286
1177
$23.7M 0.01%
1,292,761
-20,978
1178
$23.6M 0.01%
731,245
+25,837
1179
$23.5M 0.01%
167,941
+21,858
1180
$23.5M 0.01%
701,496
+182,259
1181
$23.4M 0.01%
489,999
-332,624
1182
$23.4M 0.01%
620,268
+366,613
1183
$23.3M 0.01%
667,484
-160,506
1184
$23.3M 0.01%
441,623
+35,175
1185
$23.2M 0.01%
645,017
+576,922
1186
$22.9M 0.01%
292,088
+42,818
1187
$22.8M 0.01%
476,812
-199,613
1188
$22.8M 0.01%
1,017,069
+123,093
1189
$22.8M 0.01%
526,202
+41,084
1190
$22.8M 0.01%
723,913
+25,688
1191
$22.8M 0.01%
432,687
-490,883
1192
$22.7M 0.01%
582,424
+79,058
1193
$22.7M 0.01%
1,175,794
+176,047
1194
$22.6M 0.01%
230,981
+62,455
1195
$22.6M 0.01%
524,195
-410,803
1196
$22.6M 0.01%
434,901
+307,851
1197
$22.5M 0.01%
1,531,719
+51,696
1198
$22.3M 0.01%
605,013
-38,164
1199
$22.3M 0.01%
543,474
-51,059
1200
$22.3M 0.01%
463,388
+10,088