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
2226
$2.6M ﹤0.01%
53,736
-2,058
2227
$2.58M ﹤0.01%
+100,250
2228
$2.57M ﹤0.01%
48,278
-18,356
2229
$2.57M ﹤0.01%
40,225
-369
2230
$2.57M ﹤0.01%
+57,639
2231
$2.56M ﹤0.01%
249,600
-11,900
2232
$2.56M ﹤0.01%
27,134
-9,196
2233
$2.55M ﹤0.01%
148,400
-146,200
2234
$2.55M ﹤0.01%
+56,155
2235
$2.55M ﹤0.01%
97,349
+67,600
2236
$2.54M ﹤0.01%
111,869
+6,750
2237
$2.54M ﹤0.01%
82,497
+51,059
2238
$2.53M ﹤0.01%
173,221
-545,372
2239
$2.53M ﹤0.01%
119,632
-7,505
2240
$2.53M ﹤0.01%
+47,870
2241
$2.53M ﹤0.01%
69,371
-3,266
2242
$2.53M ﹤0.01%
+113,265
2243
$2.52M ﹤0.01%
84,700
-4,702
2244
$2.52M ﹤0.01%
25,867
-44,320
2245
$2.5M ﹤0.01%
83,741
+1,803
2246
$2.5M ﹤0.01%
60,181
-4,301
2247
$2.5M ﹤0.01%
75,957
-46,699
2248
$2.49M ﹤0.01%
92,098
+10,815
2249
$2.48M ﹤0.01%
432,360
-23,580
2250
$2.48M ﹤0.01%
42,591
+579