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
1251
$19.5M ﹤0.01%
1,058,007
-117,120
1252
$19.5M ﹤0.01%
258,747
+114,507
1253
$19.5M ﹤0.01%
213,916
+40,681
1254
$19.4M ﹤0.01%
445,115
+204,536
1255
$19.4M ﹤0.01%
4,641,878
1256
$19.4M ﹤0.01%
2,076,654
-180,273
1257
$19.3M ﹤0.01%
359,560
+264,043
1258
$19.3M ﹤0.01%
469,636
-898,340
1259
$19.2M ﹤0.01%
421,745
-242,701
1260
$19.2M ﹤0.01%
402,288
+7,059
1261
$19.2M ﹤0.01%
411,744
+6,135
1262
$19.1M ﹤0.01%
735,000
+296,866
1263
$19.1M ﹤0.01%
478,007
+209,148
1264
$19.1M ﹤0.01%
730,602
-151,407
1265
$19.1M ﹤0.01%
363,983
-534,729
1266
$19.1M ﹤0.01%
847,048
+20,272
1267
$19.1M ﹤0.01%
733,434
+446,672
1268
$18.9M ﹤0.01%
1,262,806
+87,364
1269
$18.9M ﹤0.01%
818,039
-816,372
1270
$18.9M ﹤0.01%
708,210
-542,367
1271
$18.9M ﹤0.01%
1,093,608
-18,990
1272
$18.9M ﹤0.01%
388,706
-128,305
1273
$18.9M ﹤0.01%
876,685
-173
1274
$18.9M ﹤0.01%
635,183
-468,573
1275
$18.8M ﹤0.01%
365,920
+35,817