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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$3.24M ﹤0.01%
174,445
+165,948
2202
$3.23M ﹤0.01%
62,986
+6,678
2203
$3.22M ﹤0.01%
187,750
-21,650
2204
$3.21M ﹤0.01%
111,128
-33,957
2205
$3.21M ﹤0.01%
72,426
+7,157
2206
$3.21M ﹤0.01%
185,778
+157,261
2207
$3.2M ﹤0.01%
153,976
-26,123
2208
$3.19M ﹤0.01%
109,039
-9,691
2209
$3.19M ﹤0.01%
89,548
-57,990
2210
$3.19M ﹤0.01%
+385,702
2211
$3.19M ﹤0.01%
434,921
+73,850
2212
$3.19M ﹤0.01%
74,036
+13,565
2213
$3.18M ﹤0.01%
31,282
-279,554
2214
$3.18M ﹤0.01%
149,468
-17,348
2215
$3.17M ﹤0.01%
85,338
-4,231
2216
$3.17M ﹤0.01%
65,892
+21,264
2217
$3.17M ﹤0.01%
99,953
+72,141
2218
$3.15M ﹤0.01%
66,246
-32,030
2219
$3.15M ﹤0.01%
125,773
-52,836
2220
$3.14M ﹤0.01%
74,318
+17,157
2221
$3.14M ﹤0.01%
78,138
+31,349
2222
$3.14M ﹤0.01%
82,718
-13,275
2223
$3.13M ﹤0.01%
501,617
-4,883
2224
$3.13M ﹤0.01%
185,835
-52,048
2225
$3.12M ﹤0.01%
58,135
+2,332