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
3576
$84K ﹤0.01%
2,511
+230
3577
$84K ﹤0.01%
3,577
-11,210
3578
$83K ﹤0.01%
2,091
-2,589
3579
$83K ﹤0.01%
4,557
-19,775
3580
$83K ﹤0.01%
4,623
-4,655
3581
$82K ﹤0.01%
2,246
3582
$82K ﹤0.01%
5,838
-8,250
3583
$82K ﹤0.01%
4,984
+1,575
3584
$81K ﹤0.01%
9,247
-1
3585
$81K ﹤0.01%
3,600
+2,000
3586
$81K ﹤0.01%
1,224
3587
$81K ﹤0.01%
+12,932
3588
$81K ﹤0.01%
6,084
-7,730
3589
$81K ﹤0.01%
2,637
+565
3590
$81K ﹤0.01%
1,343
3591
$80K ﹤0.01%
4,736
-11,915
3592
$80K ﹤0.01%
11,976
-54,343
3593
$80K ﹤0.01%
3,152
-23,324
3594
$80K ﹤0.01%
10,564
-12,306
3595
$80K ﹤0.01%
13,433
-21,672
3596
$79K ﹤0.01%
2,472
+28
3597
$78K ﹤0.01%
2,260
3598
$78K ﹤0.01%
651
-282
3599
$78K ﹤0.01%
5,278
-115
3600
$78K ﹤0.01%
7,867
-9,624