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
1276
$18.7M ﹤0.01%
179,479
-29,903
1277
$18.7M ﹤0.01%
416,654
+6,021
1278
$18.7M ﹤0.01%
722,370
+73,590
1279
$18.7M ﹤0.01%
248,325
-1,734
1280
$18.7M ﹤0.01%
674,233
-205,421
1281
$18.6M ﹤0.01%
742,690
+74,252
1282
$18.6M ﹤0.01%
2,560,237
+303,199
1283
$18.6M ﹤0.01%
488,203
-88,702
1284
$18.6M ﹤0.01%
315,755
+102,740
1285
$18.5M ﹤0.01%
61,309
-60,602
1286
$18.5M ﹤0.01%
268,280
+12,971
1287
$18.5M ﹤0.01%
425,750
+213,556
1288
$18.5M ﹤0.01%
257,968
-84,920
1289
$18.5M ﹤0.01%
1,401,022
1290
$18.5M ﹤0.01%
428,951
-28,974
1291
$18.4M ﹤0.01%
1,428,414
-43,675
1292
$18.3M ﹤0.01%
562,501
-13,314
1293
$18.3M ﹤0.01%
338,775
+258,274
1294
$18.2M ﹤0.01%
1,139,784
+644,046
1295
$18.2M ﹤0.01%
296,218
+47,295
1296
$18.1M ﹤0.01%
108,999
-7,814
1297
$18M ﹤0.01%
291,272
-14,374
1298
$18M ﹤0.01%
2,371,443
-193,341
1299
$17.9M ﹤0.01%
1,083,841
-239,388
1300
$17.9M ﹤0.01%
172,296
+103,313