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
1351
$15.5M ﹤0.01%
346,293
-153,484
1352
$15.5M ﹤0.01%
405,866
-40,403
1353
$15.5M ﹤0.01%
333,715
+223,390
1354
$15.5M ﹤0.01%
467,696
+154,403
1355
$15.4M ﹤0.01%
403,200
+389,792
1356
$15.4M ﹤0.01%
500,162
-143,774
1357
$15.4M ﹤0.01%
3,514,992
+3,443,625
1358
$15.4M ﹤0.01%
249,606
-137,013
1359
$15.3M ﹤0.01%
207,017
+12,811
1360
$15.3M ﹤0.01%
10,015,316
+405,710
1361
$15.3M ﹤0.01%
675,166
+316,717
1362
$15.2M ﹤0.01%
1,202,675
+496,882
1363
$15.2M ﹤0.01%
610,000
+169,065
1364
$15.2M ﹤0.01%
255,156
-98,455
1365
$15.2M ﹤0.01%
219,302
+1,442
1366
$15.1M ﹤0.01%
219,133
+2,344
1367
$15.1M ﹤0.01%
293,101
+27,463
1368
$15.1M ﹤0.01%
213,047
+124,772
1369
$15.1M ﹤0.01%
340,398
+115,768
1370
$15M ﹤0.01%
1,689,456
-1,039,928
1371
$15M ﹤0.01%
1,002,795
-70,512
1372
$15M ﹤0.01%
560,090
-16,800
1373
$14.9M ﹤0.01%
320,426
+124,597
1374
$14.8M ﹤0.01%
251,936
-26,505
1375
$14.8M ﹤0.01%
210,361
-97,855