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
$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
2976
$313K ﹤0.01%
+4,965
2977
$312K ﹤0.01%
24,443
-312,857
2978
$312K ﹤0.01%
22,000
+4,000
2979
$311K ﹤0.01%
+12,990
2980
$311K ﹤0.01%
12,295
-170
2981
$310K ﹤0.01%
+39,500
2982
$310K ﹤0.01%
18,512
+1,050
2983
$310K ﹤0.01%
18,794
-107
2984
$310K ﹤0.01%
3,354
+218
2985
$310K ﹤0.01%
8,567
+962
2986
$308K ﹤0.01%
6,118
-8,426
2987
$308K ﹤0.01%
+16,600
2988
$308K ﹤0.01%
8,108
-27,868
2989
$308K ﹤0.01%
+22,142
2990
$307K ﹤0.01%
11,727
+235
2991
$307K ﹤0.01%
+5,323
2992
$307K ﹤0.01%
20,991
-1,784
2993
$305K ﹤0.01%
15,060
-2,349,440
2994
$305K ﹤0.01%
+2,548
2995
$304K ﹤0.01%
+20,000
2996
$302K ﹤0.01%
+21,972
2997
$302K ﹤0.01%
15,691
-21,190
2998
$300K ﹤0.01%
+5,711
2999
$298K ﹤0.01%
12,240
+130
3000
$296K ﹤0.01%
+19,281