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
1401
$14.6M ﹤0.01%
639,186
+89,246
1402
$14.5M ﹤0.01%
222,932
-26,912
1403
$14.5M ﹤0.01%
338,775
-110,615
1404
$14.5M ﹤0.01%
509,710
-64,700
1405
$14.5M ﹤0.01%
487,601
-204,093
1406
$14.5M ﹤0.01%
50,420
-3,457
1407
$14.4M ﹤0.01%
311,373
+20,826
1408
$14.4M ﹤0.01%
538,733
-66,948
1409
$14.4M ﹤0.01%
229,141
+134,885
1410
$14.4M ﹤0.01%
535,611
+50,156
1411
$14.3M ﹤0.01%
567,455
+308,653
1412
$14.3M ﹤0.01%
508,194
-290,887
1413
$14.3M ﹤0.01%
151,185
-3,382
1414
$14.3M ﹤0.01%
+355,542
1415
$14.2M ﹤0.01%
721,878
-283,206
1416
$14.2M ﹤0.01%
273,393
-27,223
1417
$14.1M ﹤0.01%
715,941
+296,545
1418
$14.1M ﹤0.01%
416,947
+1,606
1419
$14.1M ﹤0.01%
860,551
-808,453
1420
$14M ﹤0.01%
+363,234
1421
$14M ﹤0.01%
283,275
+211,584
1422
$14M ﹤0.01%
122,895
+23,415
1423
$14M ﹤0.01%
986,475
+497,933
1424
$14M ﹤0.01%
1,655,468
+736,576
1425
$13.9M ﹤0.01%
1,216,377
+239,416