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
1901
$5.43M ﹤0.01%
243,357
-55,345
1902
$5.41M ﹤0.01%
467,300
+3,090
1903
$5.34M ﹤0.01%
129,524
-11,170
1904
$5.34M ﹤0.01%
156,557
+6,000
1905
$5.33M ﹤0.01%
59,032
+20,258
1906
$5.33M ﹤0.01%
341,200
-16,125
1907
$5.33M ﹤0.01%
178,192
+52,085
1908
$5.32M ﹤0.01%
236,710
+6,575
1909
$5.28M ﹤0.01%
172,358
+2,700
1910
$5.27M ﹤0.01%
5,668,127
1911
$5.27M ﹤0.01%
127,697
+13,370
1912
$5.26M ﹤0.01%
331,017
+5,025
1913
$5.25M ﹤0.01%
107,766
-9,802
1914
$5.23M ﹤0.01%
199,213
-10,281
1915
$5.2M ﹤0.01%
186,204
+9,678
1916
$5.19M ﹤0.01%
217,045
+71,279
1917
$5.18M ﹤0.01%
132,765
+87,831
1918
$5.18M ﹤0.01%
85,443
+82,137
1919
$5.17M ﹤0.01%
107,658
+26,489
1920
$5.15M ﹤0.01%
339,530
-595,686
1921
$5.15M ﹤0.01%
173,145
+45,281
1922
$5.14M ﹤0.01%
732,890
+132,890
1923
$5.13M ﹤0.01%
83,584
-50,466
1924
$5.12M ﹤0.01%
186,005
+63,845
1925
$5.1M ﹤0.01%
516,667
+68,294