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
2651
$1.01M ﹤0.01%
33,800
+900
2652
$1.01M ﹤0.01%
+34,060
2653
$1M ﹤0.01%
15,368
+100
2654
$1M ﹤0.01%
44,563
+4,144
2655
$1M ﹤0.01%
25,145
-1,036
2656
$999K ﹤0.01%
46,400
-1,900
2657
$999K ﹤0.01%
+23,945
2658
$995K ﹤0.01%
32,194
+2,540
2659
$994K ﹤0.01%
+99,794
2660
$986K ﹤0.01%
44,863
-2,069
2661
$985K ﹤0.01%
47,118
-45,615
2662
$982K ﹤0.01%
21,800
-2,000
2663
$980K ﹤0.01%
30,500
-96,026
2664
$973K ﹤0.01%
+44,256
2665
$967K ﹤0.01%
39,317
+317
2666
$967K ﹤0.01%
29,313
-45,781
2667
$966K ﹤0.01%
87,143
-675
2668
$961K ﹤0.01%
6,134
+114
2669
$961K ﹤0.01%
38,127
+11,747
2670
$959K ﹤0.01%
+35,000
2671
$958K ﹤0.01%
248,548
+138,078
2672
$953K ﹤0.01%
10,805
2673
$951K ﹤0.01%
+40,000
2674
$940K ﹤0.01%
+9,181
2675
$939K ﹤0.01%
+22,380