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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$14.3M ﹤0.01%
296,795
+29,996
1377
$14.2M ﹤0.01%
315,152
+197
1378
$14.2M ﹤0.01%
598,532
+195,166
1379
$14.2M ﹤0.01%
497,357
+400,770
1380
$14.2M ﹤0.01%
714,106
+319,603
1381
$14.2M ﹤0.01%
275,845
+101,015
1382
$14.2M ﹤0.01%
857,954
+30,300
1383
$14.2M ﹤0.01%
1,194,252
+15,225
1384
$14.1M ﹤0.01%
180,484
+27,893
1385
$14.1M ﹤0.01%
6,198,464
+1,265,995
1386
$14.1M ﹤0.01%
235,695
-233,317
1387
$14M ﹤0.01%
1,109,486
+1,050,632
1388
$14M ﹤0.01%
408,727
-84,125
1389
$14M ﹤0.01%
623,553
+31,836
1390
$14M ﹤0.01%
322,414
-55,119
1391
$13.9M ﹤0.01%
253,441
-440,002
1392
$13.9M ﹤0.01%
878,765
+285,119
1393
$13.9M ﹤0.01%
435,717
+29,591
1394
$13.9M ﹤0.01%
584,735
-370,067
1395
$13.9M ﹤0.01%
453,628
+16,363
1396
$13.9M ﹤0.01%
553,112
-36,363
1397
$13.8M ﹤0.01%
343,078
+74,198
1398
$13.8M ﹤0.01%
210,913
-127,875
1399
$13.8M ﹤0.01%
619,455
+321,722
1400
$13.8M ﹤0.01%
293,843
-29,538