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
1526
$11.6M ﹤0.01%
373,290
-1,536,973
1527
$11.6M ﹤0.01%
147,340
-26,484
1528
$11.6M ﹤0.01%
+888,182
1529
$11.6M ﹤0.01%
+454,696
1530
$11.6M ﹤0.01%
430,214
-38,281
1531
$11.5M ﹤0.01%
764,307
-1,153,046
1532
$11.5M ﹤0.01%
210,804
+69,492
1533
$11.4M ﹤0.01%
152,698
-3,623
1534
$11.3M ﹤0.01%
747,876
-203,812
1535
$11.3M ﹤0.01%
204,346
-52,098
1536
$11.3M ﹤0.01%
500,548
+2,580
1537
$11.3M ﹤0.01%
528,521
-32,675
1538
$11.3M ﹤0.01%
675,534
-214,958
1539
$11.2M ﹤0.01%
458,828
+457,775
1540
$11.2M ﹤0.01%
107,325
-8,251
1541
$11.2M ﹤0.01%
175,689
-43,380
1542
$11.2M ﹤0.01%
100,624
-6,638
1543
$11.2M ﹤0.01%
272,771
-34,667
1544
$11.2M ﹤0.01%
259,233
+56,830
1545
$11.2M ﹤0.01%
3,920,995
+926,648
1546
$11.2M ﹤0.01%
461,671
+388,951
1547
$11.1M ﹤0.01%
421,527
-52,242
1548
$11.1M ﹤0.01%
278,936
+181,620
1549
$11.1M ﹤0.01%
502,049
-3,816
1550
$11.1M ﹤0.01%
403,556
+303,040