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
1326
$16.2M ﹤0.01%
332,195
+90,037
1327
$16.2M ﹤0.01%
295,315
-24,600
1328
$16.2M ﹤0.01%
8,467,743
-609,431
1329
$16.2M ﹤0.01%
484,826
+276,688
1330
$16.2M ﹤0.01%
356,557
-12,080
1331
$16.1M ﹤0.01%
435,853
-154,851
1332
$16.1M ﹤0.01%
22,021
-10,708
1333
$16.1M ﹤0.01%
442,885
-22,922
1334
$16.1M ﹤0.01%
169,553
+40,547
1335
$16M ﹤0.01%
320,603
+1,920
1336
$16M ﹤0.01%
2,339,645
+87,844
1337
$16M ﹤0.01%
628,224
+275,435
1338
$15.9M ﹤0.01%
620,645
+8,014
1339
$15.9M ﹤0.01%
174,136
+68,761
1340
$15.9M ﹤0.01%
1,588,052
-127,792
1341
$15.8M ﹤0.01%
763,964
-722,929
1342
$15.8M ﹤0.01%
1,196,969
-24,192
1343
$15.7M ﹤0.01%
611,959
-69,283
1344
$15.7M ﹤0.01%
374,767
-250,729
1345
$15.6M ﹤0.01%
264,130
+56,617
1346
$15.6M ﹤0.01%
357,337
+351,762
1347
$15.6M ﹤0.01%
277,125
+90,488
1348
$15.6M ﹤0.01%
425,388
-905,769
1349
$15.5M ﹤0.01%
689,568
+2,285
1350
$15.5M ﹤0.01%
323,463
-5,006