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
1776
$7.07M ﹤0.01%
228,162
+15,342
1777
$7.06M ﹤0.01%
229,450
-42,368
1778
$7.04M ﹤0.01%
18,690
+8,530
1779
$7.04M ﹤0.01%
201,237
-149,092
1780
$7.03M ﹤0.01%
927,031
-2,816,815
1781
$7.01M ﹤0.01%
48,777
-244,060
1782
$7M ﹤0.01%
559,610
-169,640
1783
$7M ﹤0.01%
179,825
-21,775
1784
$6.98M ﹤0.01%
155,262
+1,351
1785
$6.98M ﹤0.01%
83,985
+11,479
1786
$6.95M ﹤0.01%
132,092
-2,710
1787
$6.92M ﹤0.01%
125,090
+1,723
1788
$6.92M ﹤0.01%
197,695
-351,887
1789
$6.92M ﹤0.01%
234,332
-205,343
1790
$6.91M ﹤0.01%
4,489,357
-873,700
1791
$6.9M ﹤0.01%
123,078
-80,051
1792
$6.9M ﹤0.01%
297,220
-801,351
1793
$6.89M ﹤0.01%
295,464
-35,491
1794
$6.88M ﹤0.01%
112,354
-30,564
1795
$6.87M ﹤0.01%
135,900
-61,720
1796
$6.83M ﹤0.01%
378,152
-116,342
1797
$6.82M ﹤0.01%
383,976
+94,723
1798
$6.79M ﹤0.01%
160,230
+3,744
1799
$6.77M ﹤0.01%
+261,645
1800
$6.75M ﹤0.01%
+156,125