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
26
$2.49B 0.59%
45,856,615
-238,081
27
$2.44B 0.58%
21,106,594
+986,330
28
$2.44B 0.58%
112,507,840
+25,844,020
29
$2.4B 0.57%
30,679,464
+1,550,486
30
$2.25B 0.53%
33,667,437
+3,647,729
31
$2.17B 0.51%
11,348,366
-213,489
32
$2.14B 0.51%
263,341,540
+24,256,430
33
$2.04B 0.48%
67,817,530
-11,922,270
34
$2B 0.47%
4,960,431
-892,604
35
$1.94B 0.46%
28,953,284
-447,331
36
$1.91B 0.45%
66,678,929
+59,839,643
37
$1.77B 0.42%
18,337,824
+155,253
38
$1.76B 0.41%
18,446,767
-905,710
39
$1.75B 0.41%
17,249,265
-643,175
40
$1.72B 0.41%
34,553,835
+4,860,769
41
$1.69B 0.4%
50,641,831
-2,896,014
42
$1.63B 0.38%
49,982,313
+1,615,227
43
$1.62B 0.38%
17,331,388
+1,065,649
44
$1.6B 0.38%
37,494,320
-57,277
45
$1.57B 0.37%
38,260,317
+4,813,048
46
$1.57B 0.37%
63,905,216
+2,794,924
47
$1.55B 0.36%
19,092,314
-1,340,340
48
$1.53B 0.36%
36,006,836
+3,662,032
49
$1.48B 0.35%
15,876,606
+1,656,322
50
$1.45B 0.34%
31,211,364
-10,739,693
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