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
3301
$134K ﹤0.01%
25,495
-173
3302
$133K ﹤0.01%
13,136
-27,804
3303
$130K ﹤0.01%
+15,290
3304
$129K ﹤0.01%
10,500
-8,914
3305
$129K ﹤0.01%
69,859
-36,407
3306
$129K ﹤0.01%
7,312
-9,533
3307
$127K ﹤0.01%
19,515
+2,776
3308
$127K ﹤0.01%
11,404
-82,335
3309
$127K ﹤0.01%
17,304
-97,218
3310
$123K ﹤0.01%
13,402
-1,003,869
3311
$116K ﹤0.01%
17,484
+6,203
3312
$116K ﹤0.01%
3,404
-18
3313
$115K ﹤0.01%
19,289
-33,485
3314
$112K ﹤0.01%
6,166
3315
$112K ﹤0.01%
14,121
-218,221
3316
$109K ﹤0.01%
32,582
+2,017
3317
$108K ﹤0.01%
14,458
-877
3318
$107K ﹤0.01%
11,479
-56,710
3319
$105K ﹤0.01%
3,766
-10,995
3320
$104K ﹤0.01%
4,342
-14,235
3321
$103K ﹤0.01%
13,234
-15,508
3322
$102K ﹤0.01%
83,289
-44,720
3323
$100K ﹤0.01%
+4,588
3324
$98K ﹤0.01%
39,224
+3,005
3325
$96K ﹤0.01%
12,735
-44,616