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
1701
$8.16M ﹤0.01%
189,654
+512
1702
$8.14M ﹤0.01%
201,387
-21,302
1703
$8.13M ﹤0.01%
165,050
-25,529
1704
$8.12M ﹤0.01%
329,764
+55,281
1705
$8.09M ﹤0.01%
880,210
+949
1706
$8.08M ﹤0.01%
58,774
+28,700
1707
$8.08M ﹤0.01%
695,914
-53,411
1708
$8.07M ﹤0.01%
1,456,671
+147,311
1709
$8.06M ﹤0.01%
362,519
+285,139
1710
$8.05M ﹤0.01%
421,045
+3,206
1711
$8.02M ﹤0.01%
2,104,653
+1,270,318
1712
$8.02M ﹤0.01%
113,165
+10,796
1713
$8.02M ﹤0.01%
508,258
-831
1714
$8.01M ﹤0.01%
548,907
-309,864
1715
$8M ﹤0.01%
215,100
-12,450
1716
$8M ﹤0.01%
334,557
+10,042
1717
$7.97M ﹤0.01%
169,454
+5,262
1718
$7.96M ﹤0.01%
437,099
-159
1719
$7.95M ﹤0.01%
578,863
-1,463,834
1720
$7.95M ﹤0.01%
301,684
+20,259
1721
$7.94M ﹤0.01%
873,902
+26,910
1722
$7.91M ﹤0.01%
+192,026
1723
$7.89M ﹤0.01%
665,155
+454,336
1724
$7.89M ﹤0.01%
65,541
+14,680
1725
$7.87M ﹤0.01%
120,992
-608,789