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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$5.09M ﹤0.01%
96,777
-103,108
2127
$5.08M ﹤0.01%
93,175
+8,549
2128
$5.07M ﹤0.01%
420,873
-809,553
2129
$5.06M ﹤0.01%
366,948
+215,746
2130
$5.05M ﹤0.01%
50,280
-617,327
2131
$5.05M ﹤0.01%
511,115
+478,712
2132
$5.04M ﹤0.01%
43,757
+1,481
2133
$5.04M ﹤0.01%
108,245
+42,559
2134
$5.03M ﹤0.01%
3,121,263
+20,271
2135
$5.01M ﹤0.01%
561,137
-716,396
2136
$5M ﹤0.01%
66,043
-1,635
2137
$4.97M ﹤0.01%
159,074
+1,621
2138
$4.97M ﹤0.01%
315,282
-88,888
2139
$4.96M ﹤0.01%
137,050
-289,026
2140
$4.96M ﹤0.01%
167,673
+42,746
2141
$4.95M ﹤0.01%
111,101
+31,492
2142
$4.92M ﹤0.01%
1,401,022
2143
$4.92M ﹤0.01%
88,807
+8,342
2144
$4.91M ﹤0.01%
70,137
-50,751
2145
$4.91M ﹤0.01%
147,014
+54,208
2146
$4.88M ﹤0.01%
152,990
+24,490
2147
$4.88M ﹤0.01%
79,036
-85,259
2148
$4.86M ﹤0.01%
176,572
+43,458
2149
$4.86M ﹤0.01%
121,989
-16,224
2150
$4.85M ﹤0.01%
57,070
-10,151