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
1801
$6.71M ﹤0.01%
342,120
+1,592
1802
$6.66M ﹤0.01%
251,764
-400,325
1803
$6.66M ﹤0.01%
104,681
+7,245
1804
$6.65M ﹤0.01%
491,056
-17,918
1805
$6.61M ﹤0.01%
2,002
+196
1806
$6.58M ﹤0.01%
329,859
+18,472
1807
$6.57M ﹤0.01%
61,981
-1,359
1808
$6.56M ﹤0.01%
118,302
-17,263
1809
$6.56M ﹤0.01%
103,393
-36,337
1810
$6.56M ﹤0.01%
186,971
+796
1811
$6.56M ﹤0.01%
154,088
+24,822
1812
$6.52M ﹤0.01%
178,071
+119,296
1813
$6.51M ﹤0.01%
187,527
-4,521
1814
$6.49M ﹤0.01%
176,652
-147,163
1815
$6.49M ﹤0.01%
1,215,365
-1,322,365
1816
$6.48M ﹤0.01%
116,020
+201
1817
$6.48M ﹤0.01%
3,428,832
+3,325,126
1818
$6.48M ﹤0.01%
332,172
-1,798,667
1819
$6.48M ﹤0.01%
+262,190
1820
$6.47M ﹤0.01%
184,102
-3,037,266
1821
$6.44M ﹤0.01%
326,905
-18,825
1822
$6.42M ﹤0.01%
312,216
-26,261
1823
$6.41M ﹤0.01%
60,444
+27,679
1824
$6.39M ﹤0.01%
769,552
+19,117
1825
$6.39M ﹤0.01%
346,364
-461,255