JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Limited
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.29M ﹤0.01%
45,730
+32,954
2552
$1.29M ﹤0.01%
108,396
+2,600
2553
$1.28M ﹤0.01%
468,999
-12,621
2554
$1.28M ﹤0.01%
29,540
+1,328
2555
$1.28M ﹤0.01%
77,350
+2,950
2556
$1.27M ﹤0.01%
41,619
+10,184
2557
$1.27M ﹤0.01%
33,607
+2,876
2558
$1.27M ﹤0.01%
77,773
-494
2559
$1.27M ﹤0.01%
135,113
-1,051,399
2560
$1.26M ﹤0.01%
21,263
-111,587
2561
$1.26M ﹤0.01%
31,065
-1,100
2562
$1.26M ﹤0.01%
24,312
+1,514
2563
$1.26M ﹤0.01%
+122,474
2564
$1.26M ﹤0.01%
31,332
+2,096
2565
$1.25M ﹤0.01%
74,256
-1,789
2566
$1.25M ﹤0.01%
+49,841
2567
$1.25M ﹤0.01%
462,322
+382,337
2568
$1.24M ﹤0.01%
44,585
-23,438
2569
$1.24M ﹤0.01%
70,529
+298
2570
$1.24M ﹤0.01%
43,630
+3,755
2571
$1.23M ﹤0.01%
37,623
+14,835
2572
$1.23M ﹤0.01%
29,014
-2,124
2573
$1.23M ﹤0.01%
64,354
+9,779
2574
$1.23M ﹤0.01%
17,945
-2,976
2575
$1.22M ﹤0.01%
48,736
-3,273