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
3001
$327K ﹤0.01%
+10,580
3002
$326K ﹤0.01%
5,934
-181
3003
$326K ﹤0.01%
+10,267
3004
$326K ﹤0.01%
25,479
-26,765
3005
$326K ﹤0.01%
13,042
-73,474
3006
$318K ﹤0.01%
18,512
3007
$318K ﹤0.01%
13,399
-898,680
3008
$314K ﹤0.01%
11,330
-20,642
3009
$312K ﹤0.01%
22,669
+141
3010
$311K ﹤0.01%
11,145
-14
3011
$310K ﹤0.01%
14,428
-9,146
3012
$310K ﹤0.01%
3,630
-19
3013
$309K ﹤0.01%
+21,646
3014
$309K ﹤0.01%
12,254
+199
3015
$308K ﹤0.01%
4,348
+622
3016
$307K ﹤0.01%
+6,189
3017
$304K ﹤0.01%
27,527
+735
3018
$303K ﹤0.01%
8,473
-261,336
3019
$302K ﹤0.01%
13,119
+364
3020
$301K ﹤0.01%
15,130
3021
$301K ﹤0.01%
+2,065
3022
$301K ﹤0.01%
8,884
-8,303
3023
$301K ﹤0.01%
477
+301
3024
$301K ﹤0.01%
17,766
+1,627
3025
$300K ﹤0.01%
+15,475