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
2126
$3.26M ﹤0.01%
56,317
+1,040
2127
$3.26M ﹤0.01%
190,701
-10,671
2128
$3.25M ﹤0.01%
41,379
-38,080
2129
$3.24M ﹤0.01%
58,620
-185,835
2130
$3.24M ﹤0.01%
180,272
+160,339
2131
$3.23M ﹤0.01%
37,841
-29,564
2132
$3.22M ﹤0.01%
+98,931
2133
$3.22M ﹤0.01%
193,700
2134
$3.21M ﹤0.01%
69,711
-657
2135
$3.2M ﹤0.01%
55,988
+12,513
2136
$3.19M ﹤0.01%
106,275
-8,136
2137
$3.19M ﹤0.01%
242,500
-13,335
2138
$3.19M ﹤0.01%
193,058
-33,887,967
2139
$3.19M ﹤0.01%
26,270
-1,416
2140
$3.18M ﹤0.01%
76,616
+2,641
2141
$3.18M ﹤0.01%
70,590
+5,108
2142
$3.18M ﹤0.01%
78,665
+6,256
2143
$3.17M ﹤0.01%
149,571
+40,873
2144
$3.16M ﹤0.01%
144,599
+48,533
2145
$3.16M ﹤0.01%
77,010
-13,213
2146
$3.15M ﹤0.01%
8,790
-1,036
2147
$3.15M ﹤0.01%
+185,141
2148
$3.14M ﹤0.01%
92,006
-6,003
2149
$3.13M ﹤0.01%
62,786
+34
2150
$3.12M ﹤0.01%
84,519
-83,686