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
3551
$92K ﹤0.01%
22,235
-11,605
3552
$92K ﹤0.01%
575
-240
3553
$91K ﹤0.01%
5,132
3554
$91K ﹤0.01%
19,039
-34,945
3555
$90K ﹤0.01%
4,470
-12,872
3556
$90K ﹤0.01%
5,339
+139
3557
$90K ﹤0.01%
21,702
-29,736
3558
$89K ﹤0.01%
1,044
-22,860
3559
$89K ﹤0.01%
2,154
-450
3560
$89K ﹤0.01%
660
-49
3561
$88K ﹤0.01%
8,366
-8,848
3562
$88K ﹤0.01%
18,822
-46,350
3563
$87K ﹤0.01%
+4,410
3564
$87K ﹤0.01%
1,671
-2,106
3565
$87K ﹤0.01%
622
-1
3566
$87K ﹤0.01%
2,327
-133,669
3567
$87K ﹤0.01%
+2,686
3568
$86K ﹤0.01%
12,845
3569
$86K ﹤0.01%
4,009
-2,696
3570
$86K ﹤0.01%
11,198
-4,058
3571
$86K ﹤0.01%
3,205
3572
$85K ﹤0.01%
+2,256
3573
$85K ﹤0.01%
8,644
+575
3574
$85K ﹤0.01%
31,019
-18,065
3575
$84K ﹤0.01%
+1,507