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
3176
$282K ﹤0.01%
103,118
-50,521
3177
$282K ﹤0.01%
13,301
-13,239
3178
$282K ﹤0.01%
+6,118
3179
$282K ﹤0.01%
2,024
-5,151
3180
$281K ﹤0.01%
19,128
-124,797
3181
$280K ﹤0.01%
+6,683
3182
$279K ﹤0.01%
11,960
-866,013
3183
$279K ﹤0.01%
8,133
-85,466
3184
$278K ﹤0.01%
3,741
-56
3185
$276K ﹤0.01%
21,260
+260
3186
$276K ﹤0.01%
30,541
-93,010
3187
$276K ﹤0.01%
36,501
-22,535
3188
$275K ﹤0.01%
14,000
-1,083
3189
$275K ﹤0.01%
10,792
-22,247
3190
$274K ﹤0.01%
2,755
-942
3191
$273K ﹤0.01%
19,050
3192
$273K ﹤0.01%
3,189
-14,195
3193
$273K ﹤0.01%
80,255
-9,174
3194
$271K ﹤0.01%
21,021
3195
$269K ﹤0.01%
5,065
-4,468
3196
$269K ﹤0.01%
29,713
+9,312
3197
$268K ﹤0.01%
6,631
-68,245
3198
$268K ﹤0.01%
7,984
-18,203
3199
$267K ﹤0.01%
8,974
-15,900
3200
$266K ﹤0.01%
2,321
+252