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
1376
$15M ﹤0.01%
224,014
-399,844
1377
$15M ﹤0.01%
143,609
-8,265
1378
$15M ﹤0.01%
562,910
+45,112
1379
$15M ﹤0.01%
285,375
-29,232
1380
$15M ﹤0.01%
191,839
-279,962
1381
$14.9M ﹤0.01%
669,548
+612,085
1382
$14.9M ﹤0.01%
170,128
-60,164
1383
$14.9M ﹤0.01%
406,808
+89,573
1384
$14.9M ﹤0.01%
+529,827
1385
$14.8M ﹤0.01%
339,859
+121,120
1386
$14.8M ﹤0.01%
829,142
+798,310
1387
$14.8M ﹤0.01%
338,529
-2,303
1388
$14.8M ﹤0.01%
193,171
+13,706
1389
$14.8M ﹤0.01%
1,682,900
+478,000
1390
$14.7M ﹤0.01%
182,036
-7,011
1391
$14.7M ﹤0.01%
280,766
+65,722
1392
$14.7M ﹤0.01%
714,178
+94,963
1393
$14.7M ﹤0.01%
315,232
-10,092
1394
$14.7M ﹤0.01%
480,974
-27,192
1395
$14.7M ﹤0.01%
301,659
+275,789
1396
$14.7M ﹤0.01%
340,897
-148,660
1397
$14.6M ﹤0.01%
768,364
+385,082
1398
$14.6M ﹤0.01%
202,419
+10,737
1399
$14.6M ﹤0.01%
333,988
-39,479
1400
$14.6M ﹤0.01%
1,103,920
+524,205