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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$3.45M ﹤0.01%
197,814
+8,192
2127
$3.44M ﹤0.01%
203,697
+23,735
2128
$3.44M ﹤0.01%
68,178
+208
2129
$3.43M ﹤0.01%
43,087
-9,808
2130
$3.41M ﹤0.01%
79,578
+27,541
2131
$3.41M ﹤0.01%
217,875
+60,899
2132
$3.4M ﹤0.01%
239,905
+152,745
2133
$3.4M ﹤0.01%
137,355
+38,506
2134
$3.4M ﹤0.01%
145,420
+68,100
2135
$3.4M ﹤0.01%
200,399
-27,989
2136
$3.39M ﹤0.01%
261,240
+75,188
2137
$3.39M ﹤0.01%
630
+31
2138
$3.39M ﹤0.01%
254,784
-24,930
2139
$3.39M ﹤0.01%
179,787
-10,376
2140
$3.38M ﹤0.01%
16,449
-4,488
2141
$3.37M ﹤0.01%
119,959
-79,307
2142
$3.37M ﹤0.01%
122,497
+25,047
2143
$3.37M ﹤0.01%
116,829
+6,697
2144
$3.37M ﹤0.01%
170,650
+53,713
2145
$3.36M ﹤0.01%
399,719
+302,307
2146
$3.36M ﹤0.01%
137,936
-186,693
2147
$3.36M ﹤0.01%
189,516
+71,613
2148
$3.36M ﹤0.01%
127,030
+29,751
2149
$3.35M ﹤0.01%
59,250
-24,846
2150
$3.35M ﹤0.01%
169,375
+38,279