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
1601
$9.98M ﹤0.01%
250,299
+7,370
1602
$9.96M ﹤0.01%
197,168
-186,281
1603
$9.91M ﹤0.01%
165,228
+39,129
1604
$9.87M ﹤0.01%
510,107
-123,527
1605
$9.86M ﹤0.01%
192,180
+27,666
1606
$9.84M ﹤0.01%
10,261
-4,694
1607
$9.83M ﹤0.01%
257,847
-16,973
1608
$9.82M ﹤0.01%
148,024
-10,938
1609
$9.82M ﹤0.01%
395,026
+39,026
1610
$9.81M ﹤0.01%
469,023
-9,038
1611
$9.81M ﹤0.01%
81,091
-24,388
1612
$9.8M ﹤0.01%
256,995
+4,092
1613
$9.79M ﹤0.01%
582,692
-7,057
1614
$9.76M ﹤0.01%
417,258
+296,394
1615
$9.74M ﹤0.01%
494,589
+8,508
1616
$9.73M ﹤0.01%
1,150,431
-94,947
1617
$9.73M ﹤0.01%
476,595
-1,161,366
1618
$9.71M ﹤0.01%
341,877
-6,661
1619
$9.7M ﹤0.01%
145,688
-148,709
1620
$9.68M ﹤0.01%
783,445
+23,585
1621
$9.68M ﹤0.01%
87,393
+29,678
1622
$9.68M ﹤0.01%
178,643
-21,239
1623
$9.67M ﹤0.01%
360,049
-123,717
1624
$9.67M ﹤0.01%
172,622
+151,744
1625
$9.66M ﹤0.01%
176,571
-21,775