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
3476
$113K ﹤0.01%
3,290
-5,273
3477
$113K ﹤0.01%
7,781
-3,522
3478
$113K ﹤0.01%
7,140
-7,420
3479
$112K ﹤0.01%
8,660
-7,651
3480
$112K ﹤0.01%
2,724
+2,304
3481
$112K ﹤0.01%
+2,119
3482
$112K ﹤0.01%
11,894
-15,495
3483
$112K ﹤0.01%
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3484
$111K ﹤0.01%
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3485
$111K ﹤0.01%
7,539
+6,519
3486
$111K ﹤0.01%
3,461
-89,561
3487
$111K ﹤0.01%
8,033
-12,177
3488
$111K ﹤0.01%
4,288
-9,325
3489
$110K ﹤0.01%
16,446
-201,338
3490
$110K ﹤0.01%
7,072
-9,762
3491
$110K ﹤0.01%
9,890
+929
3492
$110K ﹤0.01%
7,000
+3,000
3493
$110K ﹤0.01%
10,292
+6,440
3494
$109K ﹤0.01%
7,469
-524
3495
$109K ﹤0.01%
+7,900
3496
$109K ﹤0.01%
1,980
+1,000
3497
$109K ﹤0.01%
1,093
-1,030
3498
$109K ﹤0.01%
3,947
-6,639
3499
$109K ﹤0.01%
986
-1,548
3500
$109K ﹤0.01%
5,469
-22,676