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
2201
$2.72M ﹤0.01%
113,063
-9,227
2202
$2.71M ﹤0.01%
113,841
+26,295
2203
$2.7M ﹤0.01%
56,126
-79,439
2204
$2.7M ﹤0.01%
86,226
+1,162
2205
$2.69M ﹤0.01%
62,200
-4,010
2206
$2.68M ﹤0.01%
264,459
+145,834
2207
$2.68M ﹤0.01%
29,129
+17,010
2208
$2.67M ﹤0.01%
59,563
-17,446
2209
$2.67M ﹤0.01%
112,791
-19,686
2210
$2.66M ﹤0.01%
+6,586
2211
$2.66M ﹤0.01%
35,527
-21,720
2212
$2.66M ﹤0.01%
93,638
+30,623
2213
$2.65M ﹤0.01%
+20,971
2214
$2.65M ﹤0.01%
150,700
-5,175
2215
$2.64M ﹤0.01%
43,833
+22,954
2216
$2.64M ﹤0.01%
97,739
+50,064
2217
$2.64M ﹤0.01%
376,260
-342,589
2218
$2.64M ﹤0.01%
103,997
+1,504
2219
$2.63M ﹤0.01%
95,600
-4,667
2220
$2.62M ﹤0.01%
100,757
-24,458
2221
$2.62M ﹤0.01%
34,004
-2,039
2222
$2.61M ﹤0.01%
199,090
+4,646
2223
$2.61M ﹤0.01%
34,905
-528,990
2224
$2.61M ﹤0.01%
50,707
+37,267
2225
$2.61M ﹤0.01%
42,368
+3,209