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
1501
$12.1M ﹤0.01%
+734,156
1502
$12.1M ﹤0.01%
407,307
-1,806
1503
$12M ﹤0.01%
398,131
-6,534
1504
$12M ﹤0.01%
903,119
+15,127
1505
$12M ﹤0.01%
291,413
-1,070,182
1506
$12M ﹤0.01%
94,049
-42,820
1507
$12M ﹤0.01%
+735,319
1508
$12M ﹤0.01%
168,014
-12,546
1509
$11.9M ﹤0.01%
528,194
-883,913
1510
$11.9M ﹤0.01%
332,832
+243,558
1511
$11.9M ﹤0.01%
105,010
-134,320
1512
$11.9M ﹤0.01%
1,142,598
-291,586
1513
$11.9M ﹤0.01%
1,703,107
+163,389
1514
$11.8M ﹤0.01%
47,037
+32,633
1515
$11.8M ﹤0.01%
615,463
-628
1516
$11.8M ﹤0.01%
159,994
-64,765
1517
$11.8M ﹤0.01%
1,033,656
-8,153
1518
$11.8M ﹤0.01%
546,110
-161,695
1519
$11.8M ﹤0.01%
184,270
+4,948
1520
$11.8M ﹤0.01%
46,000
-2,543
1521
$11.8M ﹤0.01%
893,946
+880,926
1522
$11.8M ﹤0.01%
328,744
-98,864
1523
$11.7M ﹤0.01%
297,988
-389,638
1524
$11.7M ﹤0.01%
135,723
+7,922
1525
$11.7M ﹤0.01%
369,180
+9,734