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
1226
$20.4M ﹤0.01%
232,671
-29,884
1227
$20.3M ﹤0.01%
628,768
-23,733
1228
$20.3M ﹤0.01%
1,026,708
+284,825
1229
$20.2M ﹤0.01%
991,836
-466,649
1230
$20.2M ﹤0.01%
1,186,460
-25,324
1231
$20.2M ﹤0.01%
431,348
+49,862
1232
$20.1M ﹤0.01%
445,644
-586,199
1233
$20.1M ﹤0.01%
2,748,735
+1,328,644
1234
$20M ﹤0.01%
862,347
+359,891
1235
$19.9M ﹤0.01%
+324,483
1236
$19.9M ﹤0.01%
479,773
+271,104
1237
$19.9M ﹤0.01%
453,184
+208,232
1238
$19.8M ﹤0.01%
289,173
+228,988
1239
$19.8M ﹤0.01%
744,544
+120,139
1240
$19.7M ﹤0.01%
276,507
+10,122
1241
$19.7M ﹤0.01%
2,123,147
-56,795
1242
$19.7M ﹤0.01%
+1,058,554
1243
$19.7M ﹤0.01%
512,791
-112,240
1244
$19.6M ﹤0.01%
2,060,241
-127,538
1245
$19.6M ﹤0.01%
2,193,395
+1,407,301
1246
$19.6M ﹤0.01%
453,205
+24,888
1247
$19.6M ﹤0.01%
701,016
-1,029,232
1248
$19.5M ﹤0.01%
462,160
+139,606
1249
$19.5M ﹤0.01%
584,080
+79,848
1250
$19.5M ﹤0.01%
1,316,981
+1,134,954