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
1726
$7.85M ﹤0.01%
+350,000
1727
$7.81M ﹤0.01%
599,498
-17,233
1728
$7.81M ﹤0.01%
324,330
+8,620
1729
$7.78M ﹤0.01%
145,295
-48,848
1730
$7.75M ﹤0.01%
370,211
-1,394,854
1731
$7.74M ﹤0.01%
93,986
-3,004
1732
$7.72M ﹤0.01%
440,702
-131,099
1733
$7.67M ﹤0.01%
483,690
+252,429
1734
$7.66M ﹤0.01%
304,432
-154,539
1735
$7.64M ﹤0.01%
239,154
+48,811
1736
$7.64M ﹤0.01%
528,528
-161,098
1737
$7.63M ﹤0.01%
304,201
-844
1738
$7.63M ﹤0.01%
497,857
+27,044
1739
$7.6M ﹤0.01%
99,745
+80,926
1740
$7.59M ﹤0.01%
298,947
-756,911
1741
$7.58M ﹤0.01%
207,174
+31,181
1742
$7.58M ﹤0.01%
202,622
-117,185
1743
$7.57M ﹤0.01%
117,244
-62,298
1744
$7.55M ﹤0.01%
108,902
+34,070
1745
$7.53M ﹤0.01%
317,835
+29,805
1746
$7.52M ﹤0.01%
1,098,528
-90,068
1747
$7.52M ﹤0.01%
545,894
-18,308
1748
$7.52M ﹤0.01%
1,226,345
-1,134,441
1749
$7.51M ﹤0.01%
536,059
+384,803
1750
$7.5M ﹤0.01%
144,850
+139,534