JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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 Return
-11.92%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$400B
AUM Growth
+$400B
Cap. Flow
-$11.5B
Cap. Flow %
-2.88%
Top 10 Hldgs %
17.01%
Holding
5,210
New
314
Increased
2,227
Reduced
2,032
Closed
223

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JRSH icon
4976
Jerash Holdings
JRSH
$42.9M
$0 ﹤0.01%
+24
New
JVA icon
4977
Coffee Holding Co
JVA
$23.5M
$0 ﹤0.01%
+100
New