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
1826
$6.37M ﹤0.01%
68,557
-173,307
1827
$6.33M ﹤0.01%
130,400
-6,681
1828
$6.33M ﹤0.01%
170,392
+100,715
1829
$6.32M ﹤0.01%
230,576
+57,436
1830
$6.31M ﹤0.01%
206,436
+125,389
1831
$6.3M ﹤0.01%
130,351
+17,372
1832
$6.3M ﹤0.01%
333,410
+236,872
1833
$6.26M ﹤0.01%
275,468
+1,393
1834
$6.26M ﹤0.01%
241,972
-502,600
1835
$6.26M ﹤0.01%
+142,134
1836
$6.25M ﹤0.01%
758,940
+23,694
1837
$6.23M ﹤0.01%
264,339
-124,050
1838
$6.23M ﹤0.01%
+251,599
1839
$6.19M ﹤0.01%
504,342
+311,159
1840
$6.19M ﹤0.01%
102,639
+87,391
1841
$6.18M ﹤0.01%
268,277
-12,747
1842
$6.18M ﹤0.01%
481,825
-18,920
1843
$6.17M ﹤0.01%
240,723
-5,310
1844
$6.15M ﹤0.01%
222,474
+23,256
1845
$6.12M ﹤0.01%
165,104
+74,404
1846
$6.1M ﹤0.01%
228,133
+213,533
1847
$6.1M ﹤0.01%
1,205,709
+1,109,606
1848
$6.1M ﹤0.01%
358,829
-38,129
1849
$6.09M ﹤0.01%
492,342
-8,980
1850
$6.09M ﹤0.01%
177,367
-79,412