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
851
$44.8M 0.01%
1,522,062
-45,885
852
$44.7M 0.01%
1,396,505
+171,942
853
$44.6M 0.01%
636,221
-20,629
854
$44.6M 0.01%
4,013,833
-11,548
855
$44.5M 0.01%
1,948,291
+1,701,626
856
$44.4M 0.01%
1,321,232
+118,854
857
$44.2M 0.01%
45,747
-884
858
$44.1M 0.01%
1,524,911
+240,208
859
$44M 0.01%
819,479
+382,042
860
$44M 0.01%
1,634,465
-168,972
861
$44M 0.01%
2,453,496
+65,493
862
$43.8M 0.01%
674,019
-11,891
863
$43.5M 0.01%
2,431,402
+862,569
864
$43.4M 0.01%
677,154
+34,151
865
$43.3M 0.01%
1,134,479
+17,381
866
$43.3M 0.01%
1,191,166
-364,250
867
$43M 0.01%
3,659,494
-42,007
868
$43M 0.01%
2,742,701
+144,461
869
$42.9M 0.01%
412,669
+161,694
870
$42.8M 0.01%
170,002
-142,988
871
$42.7M 0.01%
934,468
+882,153
872
$42.5M 0.01%
3,137,387
+712,283
873
$42.4M 0.01%
1,201,735
+6,100
874
$42.4M 0.01%
2,004,572
-677,048
875
$42.4M 0.01%
5,756,616
+176,340