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
1401
$14.9M ﹤0.01%
249,681
+238,134
1402
$14.9M ﹤0.01%
599,216
+287,217
1403
$14.9M ﹤0.01%
248,780
-184,978
1404
$14.8M ﹤0.01%
273,472
-32,862
1405
$14.8M ﹤0.01%
860,734
+533,865
1406
$14.8M ﹤0.01%
590,608
-85,221
1407
$14.8M ﹤0.01%
232,431
-4,077
1408
$14.8M ﹤0.01%
274,995
-34,907
1409
$14.7M ﹤0.01%
388,177
-33,027
1410
$14.6M ﹤0.01%
1,667,328
+1,080,956
1411
$14.6M ﹤0.01%
840,246
+367,875
1412
$14.5M ﹤0.01%
336,836
+177,527
1413
$14.5M ﹤0.01%
292,811
-34,495
1414
$14.5M ﹤0.01%
186,491
-159,873
1415
$14.5M ﹤0.01%
277,402
-27,097
1416
$14.4M ﹤0.01%
427,548
-2,376
1417
$14.4M ﹤0.01%
399,295
+547
1418
$14.4M ﹤0.01%
714,445
+477,317
1419
$14.4M ﹤0.01%
172,079
+17,428
1420
$14.4M ﹤0.01%
177,492
+52,839
1421
$14.4M ﹤0.01%
261,662
-110,001
1422
$14.3M ﹤0.01%
1,755,690
+219,230
1423
$14.3M ﹤0.01%
316,067
+67,807
1424
$14.3M ﹤0.01%
121,888
+8,162
1425
$14.3M ﹤0.01%
360,479
-59,860