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
3101
$204K ﹤0.01%
23,000
3102
$202K ﹤0.01%
91,700
-8,300
3103
$201K ﹤0.01%
+5,000
3104
$201K ﹤0.01%
21,021
3105
$188K ﹤0.01%
34,900
-60,011
3106
$186K ﹤0.01%
51,318
-3,417
3107
$186K ﹤0.01%
7,761
-10,958
3108
$184K ﹤0.01%
24,243
-200
3109
$183K ﹤0.01%
10,894
+1,772
3110
$183K ﹤0.01%
12,877
+1,920
3111
$179K ﹤0.01%
18,735
-12,275
3112
$177K ﹤0.01%
2,019
-30
3113
$177K ﹤0.01%
+12,582
3114
$176K ﹤0.01%
+17,469
3115
$174K ﹤0.01%
104,025
-433,967
3116
$168K ﹤0.01%
12,327
-1,832
3117
$168K ﹤0.01%
13,660
-21,360
3118
$165K ﹤0.01%
23,177
-493,367
3119
$164K ﹤0.01%
8,284
+897
3120
$164K ﹤0.01%
+13,262
3121
$162K ﹤0.01%
20,817
-1,888
3122
$159K ﹤0.01%
23,580
-12,722
3123
$140K ﹤0.01%
12,137
-424
3124
$140K ﹤0.01%
+10,870
3125
$139K ﹤0.01%
12,093
-2,757