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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$12.9M ﹤0.01%
293,941
+159,590
1602
$12.8M ﹤0.01%
316,999
+1,831
1603
$12.8M ﹤0.01%
964,681
+346,072
1604
$12.8M ﹤0.01%
200,191
+106,322
1605
$12.8M ﹤0.01%
164,908
-43,532
1606
$12.7M ﹤0.01%
218,259
-2,278,502
1607
$12.7M ﹤0.01%
339,680
+53,694
1608
$12.7M ﹤0.01%
191,808
+135,870
1609
$12.7M ﹤0.01%
530,559
+445,920
1610
$12.7M ﹤0.01%
1,085,070
-108,645
1611
$12.7M ﹤0.01%
363,949
+116,361
1612
$12.7M ﹤0.01%
292,447
-161,557
1613
$12.7M ﹤0.01%
67,974
+9,643
1614
$12.7M ﹤0.01%
982,114
+15,678
1615
$12.6M ﹤0.01%
775,325
+124,114
1616
$12.6M ﹤0.01%
613,674
-981,165
1617
$12.6M ﹤0.01%
502,810
-163,544
1618
$12.6M ﹤0.01%
536,330
+283,837
1619
$12.6M ﹤0.01%
436,744
-68,030
1620
$12.6M ﹤0.01%
183,780
+561
1621
$12.5M ﹤0.01%
76,070
+17,046
1622
$12.5M ﹤0.01%
174,965
-768,545
1623
$12.5M ﹤0.01%
63,234
-15,916
1624
$12.5M ﹤0.01%
552,359
-103,069
1625
$12.4M ﹤0.01%
394,654
+390,164