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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$5.91M ﹤0.01%
307,990
-8,732
1827
$5.87M ﹤0.01%
377,296
+45,078
1828
$5.87M ﹤0.01%
24,839
+18,702
1829
$5.86M ﹤0.01%
+162,169
1830
$5.86M ﹤0.01%
237,377
+11,281
1831
$5.86M ﹤0.01%
1,545,016
-425,656
1832
$5.85M ﹤0.01%
246,747
+102,385
1833
$5.85M ﹤0.01%
480,860
-54,850
1834
$5.85M ﹤0.01%
+144,760
1835
$5.81M ﹤0.01%
275,234
+240,726
1836
$5.8M ﹤0.01%
74,986
+6,734
1837
$5.78M ﹤0.01%
66,245
+7,193
1838
$5.78M ﹤0.01%
+439,975
1839
$5.78M ﹤0.01%
141,990
+10,504
1840
$5.77M ﹤0.01%
180,167
-47,996
1841
$5.76M ﹤0.01%
557,552
-51,808
1842
$5.73M ﹤0.01%
121,592
-46,781
1843
$5.73M ﹤0.01%
229,481
+27,735
1844
$5.71M ﹤0.01%
179,796
+69,182
1845
$5.71M ﹤0.01%
65,828
+7,282
1846
$5.69M ﹤0.01%
372,710
+219,830
1847
$5.67M ﹤0.01%
520,287
-697
1848
$5.65M ﹤0.01%
484,644
-674,943
1849
$5.64M ﹤0.01%
53,574
-2,888
1850
$5.64M ﹤0.01%
124,634
-63,176