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
1276
$17.8M ﹤0.01%
3,692,403
+10,430
1277
$17.7M ﹤0.01%
426,635
-73,631
1278
$17.7M ﹤0.01%
753,767
+203,102
1279
$17.7M ﹤0.01%
136,695
+117,716
1280
$17.6M ﹤0.01%
+904,902
1281
$17.6M ﹤0.01%
1,174,020
-4,844,802
1282
$17.6M ﹤0.01%
428,929
+74,251
1283
$17.6M ﹤0.01%
605,332
+21,571
1284
$17.6M ﹤0.01%
548,489
-107,415
1285
$17.5M ﹤0.01%
399,329
+78,708
1286
$17.5M ﹤0.01%
241,007
-25,617
1287
$17.5M ﹤0.01%
43,072
-6,601
1288
$17.4M ﹤0.01%
576,728
-205,226
1289
$17.4M ﹤0.01%
182,078
+75,359
1290
$17.4M ﹤0.01%
547,310
+427,020
1291
$17.3M ﹤0.01%
197,300
+4,235
1292
$17.3M ﹤0.01%
1,125,688
-7,769
1293
$17.3M ﹤0.01%
846,533
-44,437
1294
$17.3M ﹤0.01%
604,362
+131,152
1295
$17.2M ﹤0.01%
157,617
+46,618
1296
$17.1M ﹤0.01%
378,202
-839
1297
$17.1M ﹤0.01%
2,742,342
+453,495
1298
$17.1M ﹤0.01%
5,544,938
+2,177,274
1299
$17.1M ﹤0.01%
611,667
+48,748
1300
$17M ﹤0.01%
1,059,790
-209,123