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
1751
$7.49M ﹤0.01%
+309,425
1752
$7.48M ﹤0.01%
4,647,216
-239,946
1753
$7.46M ﹤0.01%
335,262
-21,147
1754
$7.45M ﹤0.01%
27,232
-5,486
1755
$7.41M ﹤0.01%
599,852
+27,229
1756
$7.4M ﹤0.01%
370,217
+356,328
1757
$7.39M ﹤0.01%
+270,825
1758
$7.36M ﹤0.01%
69,824
+15,873
1759
$7.36M ﹤0.01%
+170,464
1760
$7.36M ﹤0.01%
359,056
+79,141
1761
$7.3M ﹤0.01%
440,498
-23,036
1762
$7.26M ﹤0.01%
668,418
+7,742
1763
$7.26M ﹤0.01%
793,139
+19,251
1764
$7.24M ﹤0.01%
706,677
-316,419
1765
$7.23M ﹤0.01%
231,818
+6,657
1766
$7.22M ﹤0.01%
122,838
+51,766
1767
$7.21M ﹤0.01%
708,018
+35,839
1768
$7.21M ﹤0.01%
300,136
-514,481
1769
$7.21M ﹤0.01%
98,666
-1,814
1770
$7.21M ﹤0.01%
774,357
-271,230
1771
$7.19M ﹤0.01%
124,691
-184,282
1772
$7.15M ﹤0.01%
1,260,194
-476,902
1773
$7.11M ﹤0.01%
201,922
-10,470
1774
$7.1M ﹤0.01%
468,025
+438,725
1775
$7.09M ﹤0.01%
+55