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
2451
$1.51M ﹤0.01%
+58,868
2452
$1.5M ﹤0.01%
77,984
-3,541
2453
$1.5M ﹤0.01%
119,275
-1,225
2454
$1.49M ﹤0.01%
75,071
-176
2455
$1.49M ﹤0.01%
11,697
-41,149
2456
$1.48M ﹤0.01%
66,635
+806
2457
$1.48M ﹤0.01%
24,722
+20,460
2458
$1.48M ﹤0.01%
222,325
+57,650
2459
$1.47M ﹤0.01%
94,064
-8,662
2460
$1.47M ﹤0.01%
+57,704
2461
$1.46M ﹤0.01%
51,254
-1,996
2462
$1.45M ﹤0.01%
58,750
2463
$1.45M ﹤0.01%
43,277
+13,982
2464
$1.45M ﹤0.01%
+23,806
2465
$1.45M ﹤0.01%
103,310
-34,188
2466
$1.44M ﹤0.01%
97,900
-6,356
2467
$1.44M ﹤0.01%
27,736
+22,063
2468
$1.44M ﹤0.01%
61,735
+824
2469
$1.44M ﹤0.01%
183,056
-261,643
2470
$1.43M ﹤0.01%
+41,000
2471
$1.43M ﹤0.01%
53,106
+38,058
2472
$1.43M ﹤0.01%
50,909
-2,732
2473
$1.43M ﹤0.01%
79,654
+65,112
2474
$1.42M ﹤0.01%
11,762
+359
2475
$1.42M ﹤0.01%
59,971
-254