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
3351
$47K ﹤0.01%
25,640
-276,504
3352
$46K ﹤0.01%
61,171
-8,197
3353
$44K ﹤0.01%
1,813
-2,875
3354
$42K ﹤0.01%
1,361
-3,135
3355
$40K ﹤0.01%
25,127
-424
3356
$36K ﹤0.01%
+1,307
3357
$34K ﹤0.01%
28,725
-8,037
3358
$33K ﹤0.01%
2,841
+372
3359
$33K ﹤0.01%
170
-34,837
3360
$33K ﹤0.01%
16
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3361
$33K ﹤0.01%
534,978
3362
$31K ﹤0.01%
1,102
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3363
$30K ﹤0.01%
1,803
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3364
$30K ﹤0.01%
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3365
$27K ﹤0.01%
14,926
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3366
$23K ﹤0.01%
1,180
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3367
$20K ﹤0.01%
1,021
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3368
$19K ﹤0.01%
1,152
-9,677
3369
$18K ﹤0.01%
15,240
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3370
$16K ﹤0.01%
11,687
-52,204
3371
$15K ﹤0.01%
2
-6
3372
$7K ﹤0.01%
1,450
-6,110
3373
$6K ﹤0.01%
546
-60
3374
$2K ﹤0.01%
193,700
3375
0