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
501
$125M 0.03%
1,626,713
+1,488,253
502
$123M 0.03%
6,076,931
-269,919
503
$123M 0.03%
3,413,101
-1,226,014
504
$123M 0.03%
3,702,725
+195,201
505
$122M 0.03%
3,170,304
-97,950
506
$121M 0.03%
9,826,744
-314,952
507
$121M 0.03%
708,368
+289,792
508
$120M 0.03%
2,870,927
+48,439
509
$120M 0.03%
2,940,595
-1,239,256
510
$120M 0.03%
1,474,950
+191,513
511
$119M 0.03%
6,447,798
+235,685
512
$119M 0.03%
2,114,896
+274,559
513
$118M 0.03%
8,652,658
-126,875
514
$118M 0.03%
634,919
+59,896
515
$118M 0.03%
3,955,638
-65,388
516
$117M 0.03%
1,151,533
+3,272
517
$117M 0.03%
3,315,502
-321,904
518
$117M 0.03%
2,568,456
+160,462
519
$116M 0.03%
5,228,171
+4,674,611
520
$116M 0.03%
3,231,394
-100,060
521
$116M 0.03%
2,717,784
+1,839,141
522
$116M 0.03%
1,782,519
-127,417
523
$115M 0.03%
5,821,674
-1,724,970
524
$115M 0.03%
3,272,173
-1,463,921
525
$114M 0.03%
1,349,662
+244,847