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
1426
$13.9M ﹤0.01%
119,395
-6,980
1427
$13.8M ﹤0.01%
122,871
+14,727
1428
$13.8M ﹤0.01%
168,859
-59,252
1429
$13.7M ﹤0.01%
872,801
-41,887
1430
$13.7M ﹤0.01%
1,490,420
-113,737
1431
$13.7M ﹤0.01%
3,339,490
+944,015
1432
$13.7M ﹤0.01%
519,248
-36,358
1433
$13.7M ﹤0.01%
245,225
+216,768
1434
$13.7M ﹤0.01%
183,799
-20,137
1435
$13.6M ﹤0.01%
283,595
-87,096
1436
$13.5M ﹤0.01%
249,051
-3,158
1437
$13.5M ﹤0.01%
125,846
-13,006
1438
$13.5M ﹤0.01%
88,291
+5,006
1439
$13.4M ﹤0.01%
2,370,623
+280,962
1440
$13.4M ﹤0.01%
435,156
+10,848
1441
$13.4M ﹤0.01%
1,273,232
+16,531
1442
$13.4M ﹤0.01%
82,660
+8,339
1443
$13.4M ﹤0.01%
809,105
-564,868
1444
$13.4M ﹤0.01%
346,900
-19,787
1445
$13.4M ﹤0.01%
2,745,457
+151,233
1446
$13.4M ﹤0.01%
45,495
-1,197
1447
$13.4M ﹤0.01%
194,092
+154,439
1448
$13.4M ﹤0.01%
198,162
-106,118
1449
$13.4M ﹤0.01%
513,844
+86,118
1450
$13.4M ﹤0.01%
261,525
-5,609