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
1551
$11.2M ﹤0.01%
94,734
-6,678
1552
$11.1M ﹤0.01%
514,429
-230,648
1553
$11M ﹤0.01%
403,209
-248,405
1554
$11M ﹤0.01%
142,304
-78,367
1555
$11M ﹤0.01%
331,760
-594,261
1556
$11M ﹤0.01%
621,967
-5,146
1557
$10.9M ﹤0.01%
89,534
-106,320
1558
$10.9M ﹤0.01%
215,424
-53,700
1559
$10.9M ﹤0.01%
123,037
-150,210
1560
$10.9M ﹤0.01%
446,626
+33,263
1561
$10.9M ﹤0.01%
160,492
-8,994
1562
$10.9M ﹤0.01%
541,950
+17,200
1563
$10.9M ﹤0.01%
691,100
-20,700
1564
$10.8M ﹤0.01%
333,284
-98,125
1565
$10.8M ﹤0.01%
293,905
-119,106
1566
$10.8M ﹤0.01%
655,384
-281,680
1567
$10.8M ﹤0.01%
567,720
+120,975
1568
$10.8M ﹤0.01%
119,121
+27,322
1569
$10.8M ﹤0.01%
381,776
-99,697
1570
$10.7M ﹤0.01%
240,696
+118,882
1571
$10.7M ﹤0.01%
182,992
-43,038
1572
$10.7M ﹤0.01%
133,915
+6,354
1573
$10.7M ﹤0.01%
173,827
-118,872
1574
$10.6M ﹤0.01%
213,372
+93,321
1575
$10.6M ﹤0.01%
390,296
-59,938