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
2151
$3.12M ﹤0.01%
81,747
+57,810
2152
$3.1M ﹤0.01%
1,165,021
-404,678
2153
$3.09M ﹤0.01%
+476,900
2154
$3.09M ﹤0.01%
84,586
+41,635
2155
$3.08M ﹤0.01%
236,725
-14,095
2156
$3.07M ﹤0.01%
29,072
+26,066
2157
$3.07M ﹤0.01%
+145,292
2158
$3.07M ﹤0.01%
395,666
+170,568
2159
$3.07M ﹤0.01%
44,375
+2,145
2160
$3.06M ﹤0.01%
113,150
-5,450
2161
$3.06M ﹤0.01%
76,312
-332,375
2162
$3.06M ﹤0.01%
+70,734
2163
$3.05M ﹤0.01%
344,697
-16,300
2164
$3.05M ﹤0.01%
80,823
-29,602
2165
$3.04M ﹤0.01%
66,725
+54,925
2166
$3.04M ﹤0.01%
160,303
-1,366
2167
$3.04M ﹤0.01%
111,742
+30,450
2168
$3.03M ﹤0.01%
78,164
+70,941
2169
$3.03M ﹤0.01%
182,245
+77,859
2170
$3M ﹤0.01%
71,994
-10,236
2171
$2.97M ﹤0.01%
102,975
-71,530
2172
$2.97M ﹤0.01%
33,381
-10,326
2173
$2.94M ﹤0.01%
88,314
+63,314
2174
$2.94M ﹤0.01%
89,296
-1,921,040
2175
$2.91M ﹤0.01%
28,906
-68,524