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
2076
$3.74M ﹤0.01%
227,140
+28,374
2077
$3.72M ﹤0.01%
424,170
+120,327
2078
$3.71M ﹤0.01%
96,804
+71,263
2079
$3.69M ﹤0.01%
141,300
-7,875
2080
$3.69M ﹤0.01%
90,531
-329,420
2081
$3.68M ﹤0.01%
178,540
+21,276
2082
$3.68M ﹤0.01%
401,758
+174,128
2083
$3.67M ﹤0.01%
+90,120
2084
$3.66M ﹤0.01%
6,420
-293
2085
$3.63M ﹤0.01%
73,101
-490,326
2086
$3.61M ﹤0.01%
106,067
-848
2087
$3.61M ﹤0.01%
498,008
+362,304
2088
$3.6M ﹤0.01%
25,589
-68,298
2089
$3.6M ﹤0.01%
126,914
+4,354
2090
$3.6M ﹤0.01%
465,433
-991,168
2091
$3.58M ﹤0.01%
250,992
-11,270
2092
$3.56M ﹤0.01%
138,486
-503,331
2093
$3.56M ﹤0.01%
111,137
+32,909
2094
$3.56M ﹤0.01%
84,160
-17,320
2095
$3.56M ﹤0.01%
695,718
+273,145
2096
$3.54M ﹤0.01%
+253,757
2097
$3.53M ﹤0.01%
255,273
-66,327
2098
$3.52M ﹤0.01%
10,588
-427
2099
$3.51M ﹤0.01%
101,363
-62,222
2100
$3.48M ﹤0.01%
60,540
+34,397