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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.03%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$120K ﹤0.01%
4,328
+1,211
3452
$120K ﹤0.01%
12,551
-16,905
3453
$120K ﹤0.01%
20,400
-16,976
3454
$120K ﹤0.01%
4,294
-13,157
3455
$119K ﹤0.01%
2,289
-5
3456
$119K ﹤0.01%
9,351
-11,267
3457
$118K ﹤0.01%
3,064
-6,974
3458
$118K ﹤0.01%
9,197
-1,413
3459
$118K ﹤0.01%
8,603
-4,484
3460
$118K ﹤0.01%
811
-1,133
3461
$117K ﹤0.01%
12,650
-42,718
3462
$117K ﹤0.01%
+116,699
3463
$116K ﹤0.01%
7,160
-10,668
3464
$116K ﹤0.01%
7,235
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3465
$116K ﹤0.01%
+4,950
3466
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5,900
-10,248
3467
$115K ﹤0.01%
7,609
-4,741
3468
$115K ﹤0.01%
12,188
-43,928
3469
$115K ﹤0.01%
7,865
3470
$115K ﹤0.01%
10,595
-2,059
3471
$114K ﹤0.01%
1,780
-13,121
3472
$114K ﹤0.01%
7,069
-14,526
3473
$114K ﹤0.01%
5,304
-6,488
3474
$113K ﹤0.01%
20,590
-13,253
3475
$113K ﹤0.01%
3,406
-14,741