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
1901
$5.72M ﹤0.01%
108,488
-42,319
1902
$5.71M ﹤0.01%
274,215
+149,869
1903
$5.71M ﹤0.01%
213,833
-14,700
1904
$5.67M ﹤0.01%
179,200
+29,333
1905
$5.67M ﹤0.01%
203,870
+31,279
1906
$5.66M ﹤0.01%
173,901
+2,935
1907
$5.65M ﹤0.01%
385,333
+24,869
1908
$5.63M ﹤0.01%
387,873
-2,813,709
1909
$5.61M ﹤0.01%
534,290
+13,574
1910
$5.6M ﹤0.01%
175,320
+9,725
1911
$5.59M ﹤0.01%
541,674
-95,244
1912
$5.59M ﹤0.01%
216,902
-234
1913
$5.57M ﹤0.01%
117,708
+24,130
1914
$5.54M ﹤0.01%
60,031
+3,659
1915
$5.54M ﹤0.01%
293,029
-209,676
1916
$5.52M ﹤0.01%
268,916
-32,894
1917
$5.51M ﹤0.01%
122,909
+104,001
1918
$5.51M ﹤0.01%
162,559
-144,476
1919
$5.49M ﹤0.01%
208,724
-388,636
1920
$5.46M ﹤0.01%
335,511
+120,411
1921
$5.46M ﹤0.01%
219,742
-587
1922
$5.46M ﹤0.01%
131,223
+3,944
1923
$5.46M ﹤0.01%
479,336
+224,499
1924
$5.44M ﹤0.01%
111,789
-53,524
1925
$5.43M ﹤0.01%
189,742
-104,098