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
126
$689M 0.16%
5,769,188
+595,685
127
$686M 0.16%
9,137,615
+948,325
128
$685M 0.16%
25,912,277
+5,408,267
129
$684M 0.16%
7,253,348
-541,512
130
$683M 0.16%
15,882,951
+5,120,570
131
$680M 0.16%
16,145,014
-3,952,766
132
$679M 0.16%
16,210,989
+2,434,828
133
$677M 0.15%
8,202,394
+1,502,978
134
$675M 0.15%
21,030,568
-4,748,570
135
$666M 0.15%
22,076,737
+8,305,406
136
$663M 0.15%
7,352,440
+119,095
137
$660M 0.15%
32,401,904
+2,226,814
138
$659M 0.15%
6,403,567
+1,665,753
139
$652M 0.15%
17,959,843
-6,524,348
140
$651M 0.15%
1,051,548
-23,673
141
$651M 0.15%
13,213,107
+3,441,955
142
$650M 0.15%
7,885,596
+2,470,300
143
$646M 0.15%
7,288,708
+583,026
144
$640M 0.15%
7,071,595
-3,228,494
145
$639M 0.15%
11,400,716
+6,977,997
146
$639M 0.15%
38,336,236
-3,769,776
147
$632M 0.14%
49,805,484
-3,721,396
148
$623M 0.14%
13,866,714
-1,094,259
149
$619M 0.14%
11,151,597
-686,288
150
$614M 0.14%
15,751,754
+377,410