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
1201
$21.3M ﹤0.01%
966,518
+13,701
1202
$21.3M ﹤0.01%
1,090,991
-330,339
1203
$21.3M ﹤0.01%
1,268,410
-2,041,060
1204
$21.3M ﹤0.01%
229,340
+112,909
1205
$21.3M ﹤0.01%
189,820
+46,850
1206
$21.2M ﹤0.01%
762,119
+191,613
1207
$21.2M ﹤0.01%
2,991,156
+604,959
1208
$21.2M ﹤0.01%
3,097,984
+1,341,724
1209
$21.1M ﹤0.01%
456,456
-50,266
1210
$21M ﹤0.01%
+626,032
1211
$21M ﹤0.01%
2,397,412
-507,003
1212
$21M ﹤0.01%
2,197,792
+1,098,152
1213
$20.9M ﹤0.01%
316,500
+12,789
1214
$20.9M ﹤0.01%
240,740
-23,278
1215
$20.9M ﹤0.01%
1,640,731
-1,330,159
1216
$20.9M ﹤0.01%
680,241
+52,114
1217
$20.9M ﹤0.01%
+30,506
1218
$20.8M ﹤0.01%
228,804
+224,944
1219
$20.7M ﹤0.01%
896,442
+68,014
1220
$20.7M ﹤0.01%
1,791,836
-1,149,422
1221
$20.6M ﹤0.01%
945,444
-51,948
1222
$20.6M ﹤0.01%
135,922
-110,140
1223
$20.5M ﹤0.01%
663,935
+392,011
1224
$20.5M ﹤0.01%
612,323
+428,825
1225
$20.4M ﹤0.01%
556,763
-361,221