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
1451
$13.3M ﹤0.01%
315,718
-52,008
1452
$13.3M ﹤0.01%
703,187
-40,112
1453
$13.3M ﹤0.01%
696,565
+87,300
1454
$13.2M ﹤0.01%
490,737
-33,731
1455
$13.2M ﹤0.01%
1,236,769
-142,318
1456
$13.2M ﹤0.01%
9,260
-3,368
1457
$13.2M ﹤0.01%
511,880
+138,304
1458
$13.2M ﹤0.01%
171,175
-6,483
1459
$13.2M ﹤0.01%
732,790
-261,563
1460
$13.1M ﹤0.01%
594,261
+25,409
1461
$13.1M ﹤0.01%
+783,553
1462
$13.1M ﹤0.01%
+464,187
1463
$13.1M ﹤0.01%
759,421
-1,104,529
1464
$13.1M ﹤0.01%
473,177
+14,026
1465
$13.1M ﹤0.01%
286,292
+1,361
1466
$13M ﹤0.01%
717,626
+434,194
1467
$13M ﹤0.01%
791,037
+519,642
1468
$13M ﹤0.01%
621,987
+22,005
1469
$12.9M ﹤0.01%
495,872
-40,564
1470
$12.9M ﹤0.01%
306,268
-16,246
1471
$12.9M ﹤0.01%
319,000
+210,762
1472
$12.9M ﹤0.01%
1,680,177
-85,667
1473
$12.9M ﹤0.01%
6,067,797
-370,022
1474
$12.8M ﹤0.01%
109,643
-369
1475
$12.8M ﹤0.01%
245,900
+58,750