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
1351
$15.7M ﹤0.01%
397,457
-23,526
1352
$15.7M ﹤0.01%
238,776
-71,236
1353
$15.7M ﹤0.01%
362,363
+350,610
1354
$15.7M ﹤0.01%
557,269
-287,546
1355
$15.6M ﹤0.01%
385,476
+321,286
1356
$15.5M ﹤0.01%
266,927
+2,433
1357
$15.5M ﹤0.01%
660,467
-73,409
1358
$15.5M ﹤0.01%
556,564
+482,954
1359
$15.4M ﹤0.01%
385,590
-34,384
1360
$15.4M ﹤0.01%
400,076
-52,540
1361
$15.4M ﹤0.01%
464,337
+21,276
1362
$15.4M ﹤0.01%
1,299,948
-1,898,355
1363
$15.4M ﹤0.01%
634,116
+111,071
1364
$15.4M ﹤0.01%
668,072
+8,052
1365
$15.4M ﹤0.01%
315,274
1366
$15.3M ﹤0.01%
303,986
+212,329
1367
$15.3M ﹤0.01%
1,498,986
-11,960
1368
$15.3M ﹤0.01%
259,544
+188,793
1369
$15.2M ﹤0.01%
551,674
+15,884
1370
$15.2M ﹤0.01%
359,531
+15,852
1371
$15.1M ﹤0.01%
884,783
+349,847
1372
$15.1M ﹤0.01%
249,382
+13,572
1373
$15.1M ﹤0.01%
588,412
+534,973
1374
$15.1M ﹤0.01%
327,029
+45,507
1375
$15.1M ﹤0.01%
261,358
-10,541