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
1926
$5.1M ﹤0.01%
92,161
+865
1927
$5.08M ﹤0.01%
47,549
+16,037
1928
$5.07M ﹤0.01%
186,526
+130,878
1929
$5.07M ﹤0.01%
192,711
-3,838
1930
$5.07M ﹤0.01%
+40,247
1931
$5.06M ﹤0.01%
231,883
+35,291
1932
$5.04M ﹤0.01%
447,000
+423,000
1933
$5.03M ﹤0.01%
85,587
-344,653
1934
$5.02M ﹤0.01%
183,515
-259,873
1935
$5.01M ﹤0.01%
173,100
-10,010
1936
$5M ﹤0.01%
277,883
+154,049
1937
$5M ﹤0.01%
303,625
-47,325
1938
$4.99M ﹤0.01%
791,642
+16,466
1939
$4.97M ﹤0.01%
136,797
+92,245
1940
$4.95M ﹤0.01%
19,585
+412
1941
$4.94M ﹤0.01%
159,452
+42,334
1942
$4.92M ﹤0.01%
69,508
-40,367
1943
$4.91M ﹤0.01%
102,525
+3,137
1944
$4.9M ﹤0.01%
134,583
+52,428
1945
$4.89M ﹤0.01%
35,929
+5,896
1946
$4.88M ﹤0.01%
51,523
+19,227
1947
$4.87M ﹤0.01%
47,781
-22,680
1948
$4.86M ﹤0.01%
148,100
-9,400
1949
$4.84M ﹤0.01%
181,645
-10,396
1950
$4.83M ﹤0.01%
154,875
-2,930