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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
-97,938
3452
-2,662,218
3453
-15,964
3454
-149,972
3455
-17,363
3456
-92,336
3457
-56,991
3458
-41,392
3459
-1,015
3460
-9,483
3461
-7,545
3462
-42,333
3463
0
3464
-20,094
3465
-1,505,337
3466
-84,435
3467
-30,060
3468
-20,700
3469
-39,010
3470
-205,800
3471
-87,004
3472
-16,641
3473
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3474
-19,463
3475
-1,862