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
2376
$5.85M ﹤0.01%
+52,500
2377
$5.85M ﹤0.01%
220,358
-235,496
2378
$5.85M ﹤0.01%
209,010
-15,486
2379
$5.85M ﹤0.01%
238,058
+22,218
2380
$5.85M ﹤0.01%
727,008
-228,471
2381
$5.83M ﹤0.01%
157,125
-67,519
2382
$5.83M ﹤0.01%
168,300
-35,317
2383
$5.81M ﹤0.01%
244,349
-23,261
2384
$5.81M ﹤0.01%
267,850
-4,621
2385
$5.8M ﹤0.01%
117,784
-36,058
2386
$5.76M ﹤0.01%
323,883
-32,502
2387
$5.75M ﹤0.01%
590,412
-1,283,385
2388
$5.73M ﹤0.01%
159,193
+146,960
2389
$5.73M ﹤0.01%
5,688
-273
2390
$5.68M ﹤0.01%
136,516
-8,219
2391
$5.68M ﹤0.01%
98,721
-46,384
2392
$5.67M ﹤0.01%
78,784
-27,897
2393
$5.67M ﹤0.01%
129,825
-3,024
2394
$5.66M ﹤0.01%
126,406
+15,738
2395
$5.66M ﹤0.01%
78,674
-24,477
2396
$5.64M ﹤0.01%
+255,097
2397
$5.64M ﹤0.01%
175,028
+13,786
2398
$5.64M ﹤0.01%
62,920
-8,856
2399
$5.62M ﹤0.01%
65,912
+72
2400
$5.61M ﹤0.01%
102,256
-23,019