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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$4.34M ﹤0.01%
23,795
+1,300
2052
$4.33M ﹤0.01%
124,895
-27,730
2053
$4.33M ﹤0.01%
78,448
+56,699
2054
$4.3M ﹤0.01%
85,422
+1,579
2055
$4.3M ﹤0.01%
102,529
+53,069
2056
$4.29M ﹤0.01%
14,700
+14,473
2057
$4.29M ﹤0.01%
178,089
+17,962
2058
$4.27M ﹤0.01%
98,998
-11,813
2059
$4.26M ﹤0.01%
135,664
-49,935
2060
$4.26M ﹤0.01%
154,987
+6,805
2061
$4.25M ﹤0.01%
303,772
-485,792
2062
$4.25M ﹤0.01%
60,886
-14,462
2063
$4.25M ﹤0.01%
200,309
+8,127
2064
$4.24M ﹤0.01%
56,698
-6,145
2065
$4.23M ﹤0.01%
156,327
+69,885
2066
$4.22M ﹤0.01%
143,559
-36,917
2067
$4.21M ﹤0.01%
304,252
-182,222
2068
$4.2M ﹤0.01%
828,798
-435,657
2069
$4.17M ﹤0.01%
18,511
+2,543
2070
$4.17M ﹤0.01%
78,078
+31,944
2071
$4.17M ﹤0.01%
47,309
+18,568
2072
$4.15M ﹤0.01%
67,175
-105,309
2073
$4.15M ﹤0.01%
227,475
-13,367
2074
$4.15M ﹤0.01%
85,986
-5,339
2075
$4.12M ﹤0.01%
152,379
-496,327