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
1651
$9.15M ﹤0.01%
163,610
-246,826
1652
$9.15M ﹤0.01%
+133,730
1653
$9.13M ﹤0.01%
186,681
-19,358
1654
$9.13M ﹤0.01%
171,364
-115,930
1655
$9.11M ﹤0.01%
1,209,714
-11,041
1656
$9.1M ﹤0.01%
336,765
+253,943
1657
$9.08M ﹤0.01%
235,391
-137,582
1658
$9.06M ﹤0.01%
535,740
-79,381
1659
$9.03M ﹤0.01%
181,284
-83,672
1660
$9M ﹤0.01%
274,018
+9,671
1661
$9M ﹤0.01%
285,506
+47,691
1662
$9M ﹤0.01%
238,584
-97,287
1663
$8.99M ﹤0.01%
1,066,498
+325,463
1664
$8.97M ﹤0.01%
156,645
-310,328
1665
$8.93M ﹤0.01%
166,967
-20,402
1666
$8.9M ﹤0.01%
379,127
+18,120
1667
$8.86M ﹤0.01%
77,071
+9,700
1668
$8.85M ﹤0.01%
435,590
+3,788
1669
$8.85M ﹤0.01%
161,940
-10,002
1670
$8.83M ﹤0.01%
201,293
+5,793
1671
$8.82M ﹤0.01%
353,710
-45,214
1672
$8.78M ﹤0.01%
369,163
+202,345
1673
$8.77M ﹤0.01%
473,749
+254,867
1674
$8.75M ﹤0.01%
90,542
+12,893
1675
$8.71M ﹤0.01%
462,373
-28,574