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
1326
$16.5M ﹤0.01%
161,049
-27,624
1327
$16.5M ﹤0.01%
1,089,478
+464,380
1328
$16.4M ﹤0.01%
721,989
+574,595
1329
$16.4M ﹤0.01%
156,360
-603,033
1330
$16.4M ﹤0.01%
316,388
-24,302
1331
$16.3M ﹤0.01%
139,885
+4,637
1332
$16.3M ﹤0.01%
238,332
+24,694
1333
$16.3M ﹤0.01%
566,653
+202,547
1334
$16.2M ﹤0.01%
175,031
+31,972
1335
$16.2M ﹤0.01%
155,495
-36,809
1336
$16.1M ﹤0.01%
+813,665
1337
$16.1M ﹤0.01%
212,682
+92,479
1338
$16.1M ﹤0.01%
1,121,958
+226,580
1339
$16.1M ﹤0.01%
+598,429
1340
$16M ﹤0.01%
778,086
-1,454,794
1341
$16M ﹤0.01%
1,962,101
+1,863,775
1342
$15.9M ﹤0.01%
696,296
-2,677,314
1343
$15.8M ﹤0.01%
1,463,116
+20,892
1344
$15.8M ﹤0.01%
322,872
+21,171
1345
$15.8M ﹤0.01%
407,168
+20,641
1346
$15.8M ﹤0.01%
972,855
-15,203
1347
$15.8M ﹤0.01%
215,974
-3,246
1348
$15.8M ﹤0.01%
616,982
+1,867
1349
$15.8M ﹤0.01%
468,043
+80,246
1350
$15.7M ﹤0.01%
248,766
-82,537