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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$16.8M ﹤0.01%
410,347
+113,386
1327
$16.8M ﹤0.01%
340,755
+55,266
1328
$16.8M ﹤0.01%
1,121,782
-892,883
1329
$16.8M ﹤0.01%
350,405
+36,231
1330
$16.8M ﹤0.01%
3,140,982
1331
$16.8M ﹤0.01%
533,057
+399,454
1332
$16.7M ﹤0.01%
259,610
-129,981
1333
$16.7M ﹤0.01%
386,889
-90,350
1334
$16.6M ﹤0.01%
2,623,020
+303,043
1335
$16.6M ﹤0.01%
504,240
+212,141
1336
$16.6M ﹤0.01%
1,593,611
+444,986
1337
$16.6M ﹤0.01%
122,497
+2,223
1338
$16.6M ﹤0.01%
908,429
-608,525
1339
$16.6M ﹤0.01%
882,128
-149,718
1340
$16.5M ﹤0.01%
417,713
+229,135
1341
$16.5M ﹤0.01%
219,801
-9,699
1342
$16.5M ﹤0.01%
857,862
+1,926
1343
$16.5M ﹤0.01%
243,606
-12,039
1344
$16.4M ﹤0.01%
202,750
-53,287
1345
$16.4M ﹤0.01%
150,878
-109,922
1346
$16.4M ﹤0.01%
253,270
+2,362
1347
$16.3M ﹤0.01%
1,251,964
+12,483
1348
$16.3M ﹤0.01%
148,840
-5,104
1349
$16.2M ﹤0.01%
448,030
+14,303
1350
$16.2M ﹤0.01%
863,771
+157,432