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
$341B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,083
New
Increased
Reduced
Closed

Top Sells

1 +$949M
2 +$922M
3 +$765M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$751M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$699M

Sector Composition

1 Financials 13.48%
2 Healthcare 10.48%
3 Technology 10.42%
4 Consumer Discretionary 9.9%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$426K ﹤0.01%
42,636
+25,000
3052
$424K ﹤0.01%
17,080
-2,920
3053
$424K ﹤0.01%
152,616
-18,204
3054
$423K ﹤0.01%
8,442
+80
3055
$421K ﹤0.01%
107,607
-60,843
3056
$417K ﹤0.01%
130,426
-159,689
3057
$417K ﹤0.01%
29,967
-996
3058
$416K ﹤0.01%
30,408
-2,406
3059
$415K ﹤0.01%
8,128
-214,877
3060
$415K ﹤0.01%
17,961
-10,151
3061
$412K ﹤0.01%
18,511
-39,515
3062
$412K ﹤0.01%
3,487
-6,801
3063
$410K ﹤0.01%
14,421
-17,630
3064
$410K ﹤0.01%
23,765
-8,727
3065
$410K ﹤0.01%
21,000
3066
$408K ﹤0.01%
16,678
-85,170
3067
$407K ﹤0.01%
613
+21
3068
$406K ﹤0.01%
15,649
-6,597
3069
$406K ﹤0.01%
12,209
-1,063
3070
$406K ﹤0.01%
7,641
-476,596
3071
$404K ﹤0.01%
6,341
+782
3072
$403K ﹤0.01%
16,217
-9,092
3073
$403K ﹤0.01%
74,832
3074
$403K ﹤0.01%
9,279
-51,907
3075
$402K ﹤0.01%
2,668
-10,757