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
2201
$2.98M ﹤0.01%
308,752
+39,089
2202
$2.96M ﹤0.01%
131,066
+38,538
2203
$2.96M ﹤0.01%
54,237
-1,537,942
2204
$2.96M ﹤0.01%
614,413
+172,719
2205
$2.96M ﹤0.01%
106,649
-1,104
2206
$2.94M ﹤0.01%
451,835
+76,463
2207
$2.94M ﹤0.01%
163,566
+53,828
2208
$2.92M ﹤0.01%
64,171
-5,811
2209
$2.92M ﹤0.01%
678,690
+79,910
2210
$2.92M ﹤0.01%
44,990
+1,409
2211
$2.91M ﹤0.01%
76,081
-5,377
2212
$2.91M ﹤0.01%
53,886
-128
2213
$2.9M ﹤0.01%
192,178
+5,406
2214
$2.89M ﹤0.01%
507,475
-76,710
2215
$2.89M ﹤0.01%
197,946
-28,201
2216
$2.88M ﹤0.01%
183,233
-2,589
2217
$2.88M ﹤0.01%
55,665
-11,984
2218
$2.88M ﹤0.01%
79,735
+7,604
2219
$2.88M ﹤0.01%
39,455
+9,068
2220
$2.88M ﹤0.01%
+70,448
2221
$2.88M ﹤0.01%
114,305
+20,400
2222
$2.87M ﹤0.01%
111,405
-521
2223
$2.87M ﹤0.01%
275,821
+84,695
2224
$2.87M ﹤0.01%
62,039
+4,753
2225
$2.87M ﹤0.01%
188,772
+110,960