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
2276
$2.32M ﹤0.01%
+114,597
2277
$2.31M ﹤0.01%
49,258
-24,237
2278
$2.3M ﹤0.01%
269,325
+10,950
2279
$2.3M ﹤0.01%
74,352
-10,686
2280
$2.3M ﹤0.01%
+43,962
2281
$2.28M ﹤0.01%
53,562
+342
2282
$2.28M ﹤0.01%
78,753
+6,178
2283
$2.28M ﹤0.01%
63,599
+47,580
2284
$2.27M ﹤0.01%
250,712
+151,993
2285
$2.25M ﹤0.01%
67,610
+2,293
2286
$2.24M ﹤0.01%
70,109
+6,867
2287
$2.24M ﹤0.01%
136,180
-10,153
2288
$2.23M ﹤0.01%
107,573
+72,559
2289
$2.23M ﹤0.01%
155,475
+4,318
2290
$2.22M ﹤0.01%
155,056
-9,664
2291
$2.21M ﹤0.01%
351,850
-1,428
2292
$2.21M ﹤0.01%
+85,100
2293
$2.21M ﹤0.01%
26,938
+15,688
2294
$2.2M ﹤0.01%
137,275
-33,375
2295
$2.2M ﹤0.01%
50,045
-5,390
2296
$2.2M ﹤0.01%
79,440
+51,475
2297
$2.2M ﹤0.01%
28,370
+14,591
2298
$2.18M ﹤0.01%
32,285
-428
2299
$2.18M ﹤0.01%
126,418
-7,929
2300
$2.18M ﹤0.01%
213,160
+91,960