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
2376
$1.81M ﹤0.01%
82,898
-4,387
2377
$1.81M ﹤0.01%
127,574
+3,787
2378
$1.81M ﹤0.01%
26,952
-2,089
2379
$1.8M ﹤0.01%
54,674
+45,376
2380
$1.8M ﹤0.01%
20,053
-1,031
2381
$1.79M ﹤0.01%
110,026
-9,579
2382
$1.78M ﹤0.01%
136,902
+70,684
2383
$1.78M ﹤0.01%
96,264
-5,155
2384
$1.78M ﹤0.01%
133,576
-7,241
2385
$1.77M ﹤0.01%
55,314
-233,886
2386
$1.75M ﹤0.01%
264,629
-79,108
2387
$1.74M ﹤0.01%
62,438
+19,250
2388
$1.73M ﹤0.01%
360,600
-20,800
2389
$1.73M ﹤0.01%
50,990
+42,733
2390
$1.73M ﹤0.01%
29,326
+22,166
2391
$1.72M ﹤0.01%
91,270
-5,197
2392
$1.72M ﹤0.01%
65,000
2393
$1.71M ﹤0.01%
55,491
-44,384
2394
$1.71M ﹤0.01%
+91,899
2395
$1.7M ﹤0.01%
126,488
-8,410
2396
$1.7M ﹤0.01%
37,117
-1,226,391
2397
$1.69M ﹤0.01%
125,417
-12,299
2398
$1.69M ﹤0.01%
46,070
+891
2399
$1.69M ﹤0.01%
11,505
+4,200
2400
$1.69M ﹤0.01%
52,444
+26,533