JP Morgan Chase

JP Morgan Chase 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
2601
$2.23M ﹤0.01%
137,722
+11,261
2602
$2.23M ﹤0.01%
69,678
+27,885
2603
$2.23M ﹤0.01%
97,035
+45,064
2604
$2.23M ﹤0.01%
41,619
+13,878
2605
$2.22M ﹤0.01%
60,634
+29,417
2606
$2.22M ﹤0.01%
31,075
+24,289
2607
$2.21M ﹤0.01%
51,691
-3,128
2608
$2.21M ﹤0.01%
100,000
2609
$2.21M ﹤0.01%
115,217
-58,906
2610
$2.21M ﹤0.01%
90,622
-186,155
2611
$2.21M ﹤0.01%
96,717
-217,607
2612
$2.21M ﹤0.01%
67,823
-243,912
2613
$2.21M ﹤0.01%
54,698
-13,373
2614
$2.2M ﹤0.01%
18,517
-457
2615
$2.2M ﹤0.01%
59,743
+55,772
2616
$2.18M ﹤0.01%
63,370
+39,760
2617
$2.18M ﹤0.01%
953,203
+832,493
2618
$2.18M ﹤0.01%
49,276
-44,416
2619
$2.17M ﹤0.01%
51,609
-88,753
2620
$2.17M ﹤0.01%
284,119
+144,040
2621
$2.17M ﹤0.01%
28,752
-10,242
2622
$2.17M ﹤0.01%
133,544
+122,436
2623
$2.17M ﹤0.01%
71,725
+45,204
2624
$2.16M ﹤0.01%
180,120
-24,580
2625
$2.15M ﹤0.01%
50,505
-25,231