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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$4.03M ﹤0.01%
179,122
+47,735
2252
$4.03M ﹤0.01%
74,213
-72,553
2253
$4.02M ﹤0.01%
52,203
-2,955
2254
$4.02M ﹤0.01%
386,735
-18,469
2255
$4.01M ﹤0.01%
172,769
-8,080
2256
$4M ﹤0.01%
163,257
+92,108
2257
$4M ﹤0.01%
84,304
-16,999
2258
$3.99M ﹤0.01%
140,843
-61,319
2259
$3.98M ﹤0.01%
141,090
-27,536
2260
$3.98M ﹤0.01%
99,384
+3,609
2261
$3.97M ﹤0.01%
95,233
+16,191
2262
$3.97M ﹤0.01%
260,078
-4,703
2263
$3.96M ﹤0.01%
143,812
+653
2264
$3.95M ﹤0.01%
105,783
+54,376
2265
$3.95M ﹤0.01%
71,739
-212,834
2266
$3.94M ﹤0.01%
54,000
-3,000
2267
$3.93M ﹤0.01%
336,308
-15,368
2268
$3.93M ﹤0.01%
66,193
+42
2269
$3.93M ﹤0.01%
138,494
+44,581
2270
$3.92M ﹤0.01%
46,518
+45,600
2271
$3.92M ﹤0.01%
62,125
-4,648
2272
$3.92M ﹤0.01%
27,003
+22,046
2273
$3.91M ﹤0.01%
83,318
+22,749
2274
$3.9M ﹤0.01%
82,072
+37,492
2275
$3.9M ﹤0.01%
37,452
-4,000