JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.31T
 

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.

AUM
$1.31T
AUM Growth
+$48.6B
Cap. Flow
+$102B
Cap. Flow %
7.73%
Top 10 Hldgs %
23.64%
Holding
6,768
New
413
Increased
2,451
Reduced
2,894
Closed
327

Top Sells

1
$1.42B
2
$1.19B
3
$1.05B
4
$908M
5
$903M

Sector Composition

1Technology22.13%
2Financials10.95%
3Consumer Discretionary9.99%
4Healthcare9.4%
5Communication Services7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
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