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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$7.18M ﹤0.01%
394,453
+270,217
1777
$7.17M ﹤0.01%
299,188
-207,596
1778
$7.17M ﹤0.01%
470,524
+169,873
1779
$7.14M ﹤0.01%
248,436
-12,122
1780
$7.14M ﹤0.01%
276,215
+89,353
1781
$7.14M ﹤0.01%
355,200
-29,847
1782
$7.12M ﹤0.01%
246,107
-37,579
1783
$7.1M ﹤0.01%
343,044
+27,414
1784
$7.08M ﹤0.01%
742,344
-1,026,088
1785
$7.05M ﹤0.01%
3,651,852
+3,236,297
1786
$7.05M ﹤0.01%
843,865
+229,261
1787
$7.03M ﹤0.01%
264,791
-109,196
1788
$7.03M ﹤0.01%
2,790
+383
1789
$7.03M ﹤0.01%
405,267
+52,549
1790
$6.98M ﹤0.01%
279,711
-5,259
1791
$6.97M ﹤0.01%
136,214
-87,305
1792
$6.96M ﹤0.01%
152,725
-50,838
1793
$6.96M ﹤0.01%
226,357
-1,423
1794
$6.93M ﹤0.01%
179,334
-76,317
1795
$6.93M ﹤0.01%
261,378
-76,590
1796
$6.92M ﹤0.01%
247,490
-33,034
1797
$6.92M ﹤0.01%
435,014
+20,305
1798
$6.91M ﹤0.01%
56,281
+9,769
1799
$6.91M ﹤0.01%
247,335
+70,083
1800
$6.9M ﹤0.01%
250,270
-47,792