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
1576
$10.6M ﹤0.01%
196,833
+101,050
1577
$10.6M ﹤0.01%
2,266,314
-872,334
1578
$10.6M ﹤0.01%
165,376
-174,205
1579
$10.6M ﹤0.01%
224,246
-423,454
1580
$10.5M ﹤0.01%
308,426
-14,051
1581
$10.5M ﹤0.01%
296,206
-276,428
1582
$10.4M ﹤0.01%
329,026
-102,577
1583
$10.4M ﹤0.01%
172,514
+47,053
1584
$10.3M ﹤0.01%
950,033
-1,451,605
1585
$10.3M ﹤0.01%
667,364
+395,417
1586
$10.3M ﹤0.01%
168,815
-50,145
1587
$10.2M ﹤0.01%
300,169
+163,173
1588
$10.2M ﹤0.01%
357,148
-185,910
1589
$10.1M ﹤0.01%
1,258,613
+498,236
1590
$10.1M ﹤0.01%
+455,038
1591
$10.1M ﹤0.01%
266,087
+134,592
1592
$10.1M ﹤0.01%
275,620
+2,055
1593
$10.1M ﹤0.01%
286,261
-114,142
1594
$10.1M ﹤0.01%
131,463
-3,192
1595
$10M ﹤0.01%
241,043
+62,847
1596
$10M ﹤0.01%
152,100
-197,950
1597
$10M ﹤0.01%
1,401,681
+1,194,376
1598
$10M ﹤0.01%
424,138
+247,528
1599
$9.99M ﹤0.01%
398,371
-6,271
1600
$9.99M ﹤0.01%
148,912
-274,358