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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$9.84M ﹤0.01%
211,332
+1,604
1752
$9.81M ﹤0.01%
56,542
-831
1753
$9.79M ﹤0.01%
87,211
-24,727
1754
$9.78M ﹤0.01%
430,746
+288,363
1755
$9.78M ﹤0.01%
999,604
-219,955
1756
$9.77M ﹤0.01%
185,216
-47,675
1757
$9.76M ﹤0.01%
286,923
+20,493
1758
$9.75M ﹤0.01%
126,913
-53,876
1759
$9.74M ﹤0.01%
147,852
-47,749
1760
$9.71M ﹤0.01%
+197,500
1761
$9.69M ﹤0.01%
99,013
+12,718
1762
$9.66M ﹤0.01%
80,767
-24,046
1763
$9.62M ﹤0.01%
199,465
-87,099
1764
$9.62M ﹤0.01%
284,587
+12,943
1765
$9.58M ﹤0.01%
329,859
-18,258
1766
$9.58M ﹤0.01%
+197,500
1767
$9.53M ﹤0.01%
233,802
+135,195
1768
$9.52M ﹤0.01%
467,995
-13,313
1769
$9.51M ﹤0.01%
125,502
+87,266
1770
$9.47M ﹤0.01%
40,991
+19,651
1771
$9.47M ﹤0.01%
554,313
-180,831
1772
$9.45M ﹤0.01%
116,897
-30,766
1773
$9.44M ﹤0.01%
164,948
-5,458
1774
$9.44M ﹤0.01%
694,298
+621,510
1775
$9.37M ﹤0.01%
150,128
-220,435