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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$1.68M ﹤0.01%
+142,584
2402
$1.68M ﹤0.01%
88,431
-275
2403
$1.68M ﹤0.01%
21,704
+17,077
2404
$1.67M ﹤0.01%
100,600
-24,400
2405
$1.67M ﹤0.01%
48,460
-2,780
2406
$1.67M ﹤0.01%
302,258
-17,548
2407
$1.66M ﹤0.01%
35,104
+20,717
2408
$1.66M ﹤0.01%
+108,863
2409
$1.66M ﹤0.01%
31,964
-463
2410
$1.65M ﹤0.01%
97,356
+85,469
2411
$1.65M ﹤0.01%
77,582
-6,516
2412
$1.65M ﹤0.01%
13,658
-39,581
2413
$1.65M ﹤0.01%
88,800
-4,325
2414
$1.64M ﹤0.01%
47,219
-7,967
2415
$1.63M ﹤0.01%
34,176
-2,548
2416
$1.63M ﹤0.01%
72,348
+10,675
2417
$1.62M ﹤0.01%
67,712
-33,498
2418
$1.61M ﹤0.01%
45,320
+10,328
2419
$1.61M ﹤0.01%
67,100
2420
$1.6M ﹤0.01%
20,909
-1,756
2421
$1.6M ﹤0.01%
77,391
-432,117
2422
$1.59M ﹤0.01%
54,314
-23,176
2423
$1.59M ﹤0.01%
24,160
+20,369
2424
$1.59M ﹤0.01%
98,350
+4,275
2425
$1.59M ﹤0.01%
104,694
-5,500