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
2301
$2.7M ﹤0.01%
178,900
+167,175
2302
$2.69M ﹤0.01%
307,207
-1,076,645
2303
$2.69M ﹤0.01%
153,763
-26,621
2304
$2.69M ﹤0.01%
218,500
-165,299
2305
$2.68M ﹤0.01%
35,823
-107,417
2306
$2.67M ﹤0.01%
319,102
-98,084
2307
$2.67M ﹤0.01%
67,462
-25,333
2308
$2.66M ﹤0.01%
157,258
+96,850
2309
$2.66M ﹤0.01%
71,769
-48,786
2310
$2.66M ﹤0.01%
228,290
-5,072
2311
$2.65M ﹤0.01%
1,551,895
-21,214
2312
$2.65M ﹤0.01%
469,656
-611,444
2313
$2.65M ﹤0.01%
81,881
-75,991
2314
$2.64M ﹤0.01%
636,802
+376,440
2315
$2.64M ﹤0.01%
115,210
+1,692
2316
$2.64M ﹤0.01%
46,929
-195,147
2317
$2.63M ﹤0.01%
202,328
+76,613
2318
$2.63M ﹤0.01%
356,636
-49,004
2319
$2.63M ﹤0.01%
66,363
-19,606
2320
$2.63M ﹤0.01%
202,087
+149,080
2321
$2.62M ﹤0.01%
96,694
-176,163
2322
$2.61M ﹤0.01%
237,635
-54,261
2323
$2.6M ﹤0.01%
155,381
+36,032
2324
$2.6M ﹤0.01%
32,578
-18,301
2325
$2.6M ﹤0.01%
98,525
+20,246