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
3201
$266K ﹤0.01%
+2,972
3202
$265K ﹤0.01%
+17,140
3203
$262K ﹤0.01%
6,569
+72
3204
$261K ﹤0.01%
6,340
-16,573
3205
$261K ﹤0.01%
13,557
-26,184
3206
$260K ﹤0.01%
9,820
-5,472
3207
$260K ﹤0.01%
2,530
+500
3208
$259K ﹤0.01%
11,400
3209
$258K ﹤0.01%
3,721
-35,925
3210
$258K ﹤0.01%
8,531
-12,925
3211
$258K ﹤0.01%
13,506
-100,094
3212
$257K ﹤0.01%
9,672
+936
3213
$257K ﹤0.01%
3,203
-5,732
3214
$256K ﹤0.01%
30,450
-7,136
3215
$256K ﹤0.01%
16,070
+1,160
3216
$253K ﹤0.01%
9,764
-23,435
3217
$248K ﹤0.01%
41,302
-255,568
3218
$247K ﹤0.01%
+9,630
3219
$246K ﹤0.01%
122,101
-1,178,053
3220
$246K ﹤0.01%
1,103
-2,912
3221
$245K ﹤0.01%
7,315
-55
3222
$244K ﹤0.01%
14,333
-9,230
3223
$242K ﹤0.01%
6,010
-3,034
3224
$242K ﹤0.01%
12,001
-11,858
3225
$242K ﹤0.01%
28,334
-399,279