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
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Ltd
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$6.08M ﹤0.01%
65,492
+36,570
1877
$6.07M ﹤0.01%
284,664
-183,249
1878
$6.05M ﹤0.01%
156,487
-12,476
1879
$6.05M ﹤0.01%
222,595
+33,507
1880
$6.04M ﹤0.01%
200,512
+125,560
1881
$6.02M ﹤0.01%
182,058
+4,750
1882
$6M ﹤0.01%
203,700
+126,100
1883
$5.96M ﹤0.01%
129,264
-496,742
1884
$5.95M ﹤0.01%
259,383
-645,334
1885
$5.93M ﹤0.01%
110,363
+94,498
1886
$5.92M ﹤0.01%
359,440
-198,212
1887
$5.92M ﹤0.01%
482,429
-4,267,261
1888
$5.92M ﹤0.01%
+239,273
1889
$5.91M ﹤0.01%
47,595
-35,991
1890
$5.9M ﹤0.01%
206,187
-94,983
1891
$5.9M ﹤0.01%
269,431
-426,773
1892
$5.88M ﹤0.01%
49,789
-14,829
1893
$5.85M ﹤0.01%
266,450
-42,650
1894
$5.82M ﹤0.01%
422,669
+33,319
1895
$5.79M ﹤0.01%
206,577
-2,926
1896
$5.79M ﹤0.01%
587,169
+3,021
1897
$5.79M ﹤0.01%
43,097
+2,800
1898
$5.76M ﹤0.01%
167,959
+12,121
1899
$5.75M ﹤0.01%
109,164
+19,156
1900
$5.75M ﹤0.01%
547,160