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
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Sells

1 +$2.34B
2 +$1.76B
3 +$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.82%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4851
$30K ﹤0.01%
4,500
4852
$30K ﹤0.01%
2,162
-12,658
4853
$30K ﹤0.01%
403
4854
$30K ﹤0.01%
+573
4855
$30K ﹤0.01%
1,828
-262
4856
$30K ﹤0.01%
4,573
+1,590
4857
$30K ﹤0.01%
974
+434
4858
$29K ﹤0.01%
2,862
4859
$29K ﹤0.01%
2,461
+1,744
4860
$29K ﹤0.01%
13
4861
$29K ﹤0.01%
+4,700
4862
$29K ﹤0.01%
+2,971
4863
$29K ﹤0.01%
3,445
-1,755,525
4864
$28K ﹤0.01%
1,751
-171
4865
$28K ﹤0.01%
+1,406
4866
$28K ﹤0.01%
782
-4,807
4867
$28K ﹤0.01%
+1,140
4868
$27K ﹤0.01%
600
-723
4869
$27K ﹤0.01%
450
4870
$27K ﹤0.01%
4,214
-27,333
4871
$27K ﹤0.01%
1,361
+1,346
4872
$27K ﹤0.01%
765
+635
4873
$26K ﹤0.01%
289
-1,952,132
4874
$26K ﹤0.01%
1,011
-29
4875
$26K ﹤0.01%
+3,000