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
3101
$366K ﹤0.01%
29,649
+4,674
3102
$364K ﹤0.01%
10,145
+177
3103
$364K ﹤0.01%
34,693
-5,429
3104
$361K ﹤0.01%
27,343
-48,534
3105
$360K ﹤0.01%
24,090
3106
$359K ﹤0.01%
54,894
-55,203
3107
$355K ﹤0.01%
19,529
-25,245
3108
$355K ﹤0.01%
20,659
-17,806
3109
$354K ﹤0.01%
+32,040
3110
$354K ﹤0.01%
75,810
-35,705
3111
$354K ﹤0.01%
23,586
-3,920
3112
$354K ﹤0.01%
36,277
+1,321
3113
$353K ﹤0.01%
+13,212
3114
$353K ﹤0.01%
30,937
-20,301
3115
$353K ﹤0.01%
22,374
-166,398
3116
$352K ﹤0.01%
20,023
-116,017
3117
$352K ﹤0.01%
7,017
+100
3118
$350K ﹤0.01%
24,648
-9,476
3119
$348K ﹤0.01%
12,402
3120
$347K ﹤0.01%
12,531
-21,112
3121
$346K ﹤0.01%
9,202
+868
3122
$340K ﹤0.01%
9,978
+1,437
3123
$340K ﹤0.01%
+8,360
3124
$339K ﹤0.01%
1,394
-1,114
3125
$334K ﹤0.01%
19,550
-26,062