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
1151
$23.3M 0.01%
664,320
+652,832
1152
$23.3M 0.01%
1,691,904
+443,894
1153
$23.3M 0.01%
1,264,836
-65,676
1154
$23.1M 0.01%
438,952
+271,693
1155
$23.1M 0.01%
405,788
-154,350
1156
$23.1M 0.01%
254,518
+3,733
1157
$23.1M 0.01%
1,064,450
+8,494
1158
$23M 0.01%
515,014
+11,665
1159
$23M 0.01%
291,553
-12,336
1160
$23M 0.01%
280,696
-60,091
1161
$23M 0.01%
874,510
+28,147
1162
$22.9M 0.01%
1,545,049
+91,914
1163
$22.9M 0.01%
794,852
+246,207
1164
$22.9M 0.01%
837,124
+204,556
1165
$22.8M 0.01%
1,085,532
-19,418
1166
$22.7M 0.01%
129,216
-370,768
1167
$22.5M 0.01%
225,576
+188,138
1168
$22.5M 0.01%
880,519
+42,612
1169
$22.4M 0.01%
459,265
+2,566
1170
$22.3M 0.01%
11,477,087
-23,493,741
1171
$22.3M 0.01%
1,425,648
-538,453
1172
$22.3M 0.01%
541,255
-136,528
1173
$22.2M 0.01%
778,272
+97,996
1174
$22.1M 0.01%
196,372
+23,086
1175
$22.1M 0.01%
129,683
-9,210