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
701
$67.3M 0.02%
785,166
-130,433
702
$67.2M 0.02%
1,309,950
+705,029
703
$67.1M 0.02%
752,859
-68,986
704
$66.8M 0.02%
1,497,849
+52,382
705
$66.3M 0.02%
5,581,488
-79,871
706
$66.2M 0.02%
2,744,733
+313,133
707
$66.1M 0.02%
3,252,649
+1,444,455
708
$66.1M 0.02%
863,972
+454,532
709
$65.7M 0.02%
2,840,144
+626,678
710
$65.3M 0.02%
2,225,713
+10,705
711
$64.5M 0.02%
1,288,897
-909,168
712
$64.5M 0.02%
2,416,956
-91,004
713
$64.4M 0.02%
2,391,896
-3,524,734
714
$64.1M 0.02%
1,502,680
-990,706
715
$64M 0.02%
1,177,151
-51,638
716
$64M 0.02%
2,381,425
+1,710,020
717
$64M 0.02%
956,527
-485,850
718
$63.9M 0.02%
2,032,408
-1,524,511
719
$63.9M 0.02%
4,343,248
-10,305
720
$63.8M 0.02%
54,295
-1,901
721
$63.5M 0.02%
1,477,004
-827,070
722
$63.4M 0.02%
2,953,890
+44,173
723
$63.4M 0.01%
882,897
-20,669
724
$63.4M 0.01%
1,763,294
-17,038
725
$63.2M 0.01%
1,949,993
+91,675