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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$3.65M ﹤0.01%
32,723
-13,505
2327
$3.65M ﹤0.01%
103,587
+3,410
2328
$3.63M ﹤0.01%
48,617
-114,347
2329
$3.63M ﹤0.01%
214,863
-3,147
2330
$3.62M ﹤0.01%
83,702
+5,893
2331
$3.61M ﹤0.01%
136,120
-55,175
2332
$3.61M ﹤0.01%
+138,808
2333
$3.61M ﹤0.01%
255,791
-357,901
2334
$3.61M ﹤0.01%
67,196
+22,012
2335
$3.6M ﹤0.01%
162,537
+65,221
2336
$3.58M ﹤0.01%
127,768
-14,189
2337
$3.57M ﹤0.01%
98,880
-593,871
2338
$3.57M ﹤0.01%
48,359
+1,194
2339
$3.55M ﹤0.01%
+195,936
2340
$3.54M ﹤0.01%
231,823
-63,901
2341
$3.53M ﹤0.01%
164,656
+10,375
2342
$3.52M ﹤0.01%
1,005
-513
2343
$3.52M ﹤0.01%
2,577,979
+28,539
2344
$3.51M ﹤0.01%
59,479
+16,273
2345
$3.5M ﹤0.01%
114,965
-976,421
2346
$3.5M ﹤0.01%
208,911
-109,902
2347
$3.49M ﹤0.01%
139,493
+21,263
2348
$3.48M ﹤0.01%
118,277
+8,051
2349
$3.48M ﹤0.01%
96,918
-223,015
2350
$3.47M ﹤0.01%
90,864
+32,698