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
2401
$5.61M ﹤0.01%
182,731
-140,652
2402
$5.6M ﹤0.01%
139,935
-87,653
2403
$5.59M ﹤0.01%
182,455
-8,307
2404
$5.58M ﹤0.01%
2,215,792
+263,684
2405
$5.58M ﹤0.01%
64,229
-27,185
2406
$5.58M ﹤0.01%
1,074,361
-183,352
2407
$5.57M ﹤0.01%
1,157,703
-155,458
2408
$5.55M ﹤0.01%
147,878
-88,646
2409
$5.55M ﹤0.01%
119,124
-30,565
2410
$5.54M ﹤0.01%
6,260
-6,099
2411
$5.53M ﹤0.01%
119,752
+36,404
2412
$5.52M ﹤0.01%
365,595
-78,810
2413
$5.5M ﹤0.01%
325,379
-48,142
2414
0
2415
$5.48M ﹤0.01%
154,484
-207,926
2416
$5.47M ﹤0.01%
171,653
-749,206
2417
$5.47M ﹤0.01%
1,782,854
-4,177,607
2418
$5.45M ﹤0.01%
593,454
-134,807
2419
$5.45M ﹤0.01%
200,000
2420
$5.45M ﹤0.01%
+552,599
2421
$5.44M ﹤0.01%
197,689
-6,740
2422
$5.43M ﹤0.01%
132,094
-4,658
2423
$5.43M ﹤0.01%
98,547
-1,317
2424
$5.42M ﹤0.01%
168,988
+156,643
2425
$5.41M ﹤0.01%
620,196
-31,799