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
1876
$5.7M ﹤0.01%
94,563
-46,236
1877
$5.7M ﹤0.01%
112,700
-84,022
1878
$5.67M ﹤0.01%
155,964
+8,648
1879
$5.66M ﹤0.01%
80,237
-3,028
1880
$5.66M ﹤0.01%
51,641
-37,662
1881
$5.63M ﹤0.01%
142,852
+15,629
1882
$5.63M ﹤0.01%
223,979
-2,250
1883
$5.63M ﹤0.01%
84,109
-6,789
1884
$5.62M ﹤0.01%
88,672
-41,708
1885
$5.59M ﹤0.01%
121,134
-4,377
1886
$5.59M ﹤0.01%
166,492
+4,838
1887
$5.58M ﹤0.01%
205,162
+2,775
1888
$5.57M ﹤0.01%
98,423
-29,287
1889
$5.57M ﹤0.01%
448,922
-438,538
1890
$5.57M ﹤0.01%
250,771
+80,019
1891
$5.56M ﹤0.01%
315,969
+9,090
1892
$5.54M ﹤0.01%
140,691
-113
1893
$5.53M ﹤0.01%
158,987
-54,700
1894
$5.53M ﹤0.01%
433,330
-47,500
1895
$5.51M ﹤0.01%
442,897
+281,265
1896
$5.5M ﹤0.01%
613,722
-31,945
1897
$5.49M ﹤0.01%
395,179
1898
$5.47M ﹤0.01%
135,004
-22,732
1899
$5.47M ﹤0.01%
86,775
-5,478
1900
$5.44M ﹤0.01%
175,764
+50,272