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
1476
$12.7M ﹤0.01%
136,274
+92,412
1477
$12.7M ﹤0.01%
743,882
-124,424
1478
$12.6M ﹤0.01%
185,912
+134,327
1479
$12.6M ﹤0.01%
225,786
-5,787
1480
$12.6M ﹤0.01%
365,708
+67,078
1481
$12.6M ﹤0.01%
1,197,736
+458,315
1482
$12.6M ﹤0.01%
249,539
+30,553
1483
$12.6M ﹤0.01%
316,037
+1,757
1484
$12.6M ﹤0.01%
459,232
+365,081
1485
$12.6M ﹤0.01%
399,439
+343,347
1486
$12.5M ﹤0.01%
274,180
-28,568
1487
$12.5M ﹤0.01%
1,557,245
-1,686,865
1488
$12.5M ﹤0.01%
253,671
+32,666
1489
$12.5M ﹤0.01%
817,035
+311,826
1490
$12.5M ﹤0.01%
760,450
-6,401,303
1491
$12.5M ﹤0.01%
161,320
+94,173
1492
$12.4M ﹤0.01%
263,638
-88,257
1493
$12.4M ﹤0.01%
243,504
-81,190
1494
$12.4M ﹤0.01%
63,857
-131,439
1495
$12.3M ﹤0.01%
1,508,444
-5,553,716
1496
$12.2M ﹤0.01%
513,082
+177,079
1497
$12.2M ﹤0.01%
1,376,762
+1,122,027
1498
$12.2M ﹤0.01%
854,771
-333,759
1499
$12.2M ﹤0.01%
46,526
+27,171
1500
$12.2M ﹤0.01%
365,577
-56,589