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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$8.99M ﹤0.01%
420,552
+33,264
1652
$8.96M ﹤0.01%
188,480
+22,230
1653
$8.95M ﹤0.01%
539,145
+277,593
1654
$8.94M ﹤0.01%
173,108
-63,093
1655
$8.92M ﹤0.01%
867,894
-104,877
1656
$8.88M ﹤0.01%
2,154,517
-947,162
1657
$8.86M ﹤0.01%
357,859
+52,026
1658
$8.86M ﹤0.01%
276,586
+5,886
1659
$8.85M ﹤0.01%
141,964
+22,122
1660
$8.82M ﹤0.01%
160,340
+44,869
1661
$8.79M ﹤0.01%
292,223
-84,091
1662
$8.75M ﹤0.01%
561,749
-311,550
1663
$8.74M ﹤0.01%
419,483
-619,364
1664
$8.73M ﹤0.01%
211,418
-274,874
1665
$8.72M ﹤0.01%
80,262
-18,565
1666
$8.66M ﹤0.01%
238,310
-772,163
1667
$8.65M ﹤0.01%
678,736
-379,124
1668
$8.65M ﹤0.01%
353,104
-12,155
1669
$8.64M ﹤0.01%
330,675
-65,062
1670
$8.59M ﹤0.01%
575,178
-1,205,617
1671
$8.57M ﹤0.01%
398,800
+153,525
1672
$8.56M ﹤0.01%
176,413
+6,058
1673
$8.55M ﹤0.01%
442,968
+12,084
1674
$8.54M ﹤0.01%
344,282
+167,507
1675
$8.52M ﹤0.01%
163,079
-15,963