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
2326
$2.05M ﹤0.01%
28,562
-1,481
2327
$2.05M ﹤0.01%
758,521
+743,907
2328
$2.04M ﹤0.01%
294,975
-2,175
2329
$2.04M ﹤0.01%
79,653
-2,700
2330
$2.04M ﹤0.01%
88,027
-327
2331
$2.04M ﹤0.01%
30,617
-19,386
2332
$2.03M ﹤0.01%
26,761
-1,669
2333
$2.03M ﹤0.01%
156,772
+21,872
2334
$2.02M ﹤0.01%
74,923
-593
2335
$2.02M ﹤0.01%
81,119
-772
2336
$2.02M ﹤0.01%
+34,582
2337
$2.01M ﹤0.01%
82,800
-3,279
2338
$2M ﹤0.01%
98,872
+7,373
2339
$2M ﹤0.01%
68,284
-297,405
2340
$1.99M ﹤0.01%
42,039
-967
2341
$1.99M ﹤0.01%
35,021
-18,591
2342
$1.99M ﹤0.01%
12,840
-3,104
2343
$1.98M ﹤0.01%
166,365
+65,489
2344
$1.98M ﹤0.01%
45,314
-2,959
2345
$1.98M ﹤0.01%
103,661
-25,406
2346
$1.96M ﹤0.01%
179,577
+6,163
2347
$1.96M ﹤0.01%
62,599
-27,977
2348
$1.96M ﹤0.01%
79,385
+1,000
2349
$1.95M ﹤0.01%
71,469
+61,671
2350
$1.95M ﹤0.01%
93,500