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
2101
$3.47M ﹤0.01%
107,809
-18,787
2102
$3.46M ﹤0.01%
70,101
+26,532
2103
$3.45M ﹤0.01%
+126,889
2104
$3.44M ﹤0.01%
46,449
-2,430
2105
$3.44M ﹤0.01%
127,900
+56,569
2106
$3.43M ﹤0.01%
93,315
+2,508
2107
$3.42M ﹤0.01%
82,870
+10,580
2108
$3.41M ﹤0.01%
167,541
-10,871
2109
$3.41M ﹤0.01%
56,376
-4,237
2110
$3.4M ﹤0.01%
290,463
-35,563
2111
$3.39M ﹤0.01%
154,576
+29,881
2112
$3.39M ﹤0.01%
161,374
-23,964
2113
$3.39M ﹤0.01%
+203,800
2114
$3.36M ﹤0.01%
78,174
+2,487
2115
$3.36M ﹤0.01%
9,085
-1,188
2116
$3.35M ﹤0.01%
78,361
-4,038
2117
$3.35M ﹤0.01%
35,119
-67,653
2118
$3.34M ﹤0.01%
111,977
+15,235
2119
$3.33M ﹤0.01%
+123,425
2120
$3.33M ﹤0.01%
100,000
2121
$3.33M ﹤0.01%
397,396
+10,593
2122
$3.32M ﹤0.01%
97,514
+2,850
2123
$3.31M ﹤0.01%
66,675
-30,498
2124
$3.29M ﹤0.01%
374
+130
2125
$3.29M ﹤0.01%
90,805
+81,372