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
51
$1.38B 0.33%
25,762,395
-1,691,811
52
$1.38B 0.33%
6,206,671
+61,234
53
$1.31B 0.31%
48,893,894
+30,142,045
54
$1.31B 0.31%
10,578,684
+394,066
55
$1.29B 0.3%
10,139,414
+868,279
56
$1.28B 0.3%
18,853,011
-1,051,126
57
$1.26B 0.3%
25,741,004
+5,770,438
58
$1.26B 0.3%
6,045,481
+1,315,679
59
$1.25B 0.3%
15,025,007
+7,743,373
60
$1.25B 0.29%
13,067,965
-145,625
61
$1.24B 0.29%
2,435,379
+160,171
62
$1.15B 0.27%
3,334,481
+237,773
63
$1.15B 0.27%
29,392,513
+293,409
64
$1.1B 0.26%
23,538,745
-5,457,035
65
$1.1B 0.26%
26,802,842
-1,432,332
66
$1.1B 0.26%
20,676,742
+1,274,120
67
$1.09B 0.26%
12,443,400
+1,765,006
68
$1.08B 0.25%
47,611,221
-3,184,270
69
$1.08B 0.25%
17,747,614
+1,725,220
70
$1.07B 0.25%
11,136,094
-5,461,485
71
$1.07B 0.25%
11,703,081
+118,314
72
$1.07B 0.25%
6,670,249
+788,975
73
$1.06B 0.25%
32,169,516
+2,624,384
74
$1.06B 0.25%
17,197,591
-4,421,764
75
$1.05B 0.25%
18,441,366
-1,360,950
1 2
3
4 5