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
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Ltd
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$84K ﹤0.01%
10,895
-33,423
3152
$84K ﹤0.01%
48,791
-954,492
3153
$79K ﹤0.01%
+12,860
3154
$79K ﹤0.01%
+11,068
3155
$77K ﹤0.01%
1,139
3156
$76K ﹤0.01%
59,858
3157
$75K ﹤0.01%
102,822
-215,908
3158
$68K ﹤0.01%
+15,148
3159
$67K ﹤0.01%
+25,000
3160
$64K ﹤0.01%
+12,077
3161
$63K ﹤0.01%
16,814
3162
$62K ﹤0.01%
18,883
-347,284
3163
$61K ﹤0.01%
87,112
+37,311
3164
$60K ﹤0.01%
+189
3165
$52K ﹤0.01%
+13,000
3166
$51K ﹤0.01%
23,735
+8,660
3167
$49K ﹤0.01%
+56,141
3168
0
3169
$46K ﹤0.01%
+2,843
3170
$39K ﹤0.01%
4,286
3171
$32K ﹤0.01%
12,772
-139,660
3172
$27K ﹤0.01%
+23,600
3173
$25K ﹤0.01%
1,043
-18
3174
$20K ﹤0.01%
13,647
3175
$19K ﹤0.01%
231
+96