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
1201
$25.7M 0.01%
1,130,221
-697,124
1202
$25.7M 0.01%
993,825
1203
$25.7M 0.01%
1,249,826
-122,849
1204
$25.7M 0.01%
670,586
+408,603
1205
$25.7M 0.01%
489,770
+41,729
1206
$25.7M 0.01%
995,817
1207
$25.5M 0.01%
338,225
-73,821
1208
$25.5M 0.01%
998,000
1209
$25.5M 0.01%
994,629
1210
$25.4M 0.01%
190,472
-1,205,143
1211
$25.4M 0.01%
324,978
-909,539
1212
$25.4M 0.01%
150,474
+14,738
1213
$25.4M 0.01%
1,525,583
-79,715
1214
$25.3M 0.01%
2,020,973
+1,425,354
1215
$25.3M 0.01%
1,085,471
+1,031,437
1216
$25.2M 0.01%
2,507,900
+2,437
1217
$25.2M 0.01%
1,849,842
+785,039
1218
$25.1M 0.01%
710,751
+132,671
1219
$25.1M 0.01%
310,005
-91,295
1220
$25M 0.01%
765,049
+8,542
1221
$24.9M 0.01%
263,678
-281,524
1222
$24.9M 0.01%
707,315
+108,960
1223
$24.9M 0.01%
810,916
-176,516
1224
$24.9M 0.01%
1,714,772
-12,452
1225
$24.8M 0.01%
580,472
+397,717