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
1401
$14.3M ﹤0.01%
995,315
+27,887
1402
$14.2M ﹤0.01%
260,542
+37,941
1403
$14.2M ﹤0.01%
132,875
+17,091
1404
$14.2M ﹤0.01%
192,290
+44,402
1405
$14.1M ﹤0.01%
905,260
-22,290
1406
$14.1M ﹤0.01%
397,768
-159,580
1407
$14.1M ﹤0.01%
457,606
+345,516
1408
$14.1M ﹤0.01%
+642,111
1409
$14.1M ﹤0.01%
257,611
-61,980
1410
$14.1M ﹤0.01%
632,094
-19,302
1411
$14M ﹤0.01%
455,348
+65,993
1412
$14M ﹤0.01%
422,077
-175,737
1413
$14M ﹤0.01%
238,382
+49,160
1414
$14M ﹤0.01%
273,621
+235,573
1415
$13.9M ﹤0.01%
763,370
-2,777,849
1416
$13.9M ﹤0.01%
516,176
+42,237
1417
$13.9M ﹤0.01%
135,898
-70,532
1418
$13.9M ﹤0.01%
939,612
-57,668
1419
$13.9M ﹤0.01%
2,272,700
+25,075
1420
$13.9M ﹤0.01%
1,157,070
-1,384,092
1421
$13.8M ﹤0.01%
497,750
+237,547
1422
$13.8M ﹤0.01%
813,625
+590,600
1423
$13.8M ﹤0.01%
107,748
-10,101
1424
$13.8M ﹤0.01%
748,675
-911,467
1425
$13.7M ﹤0.01%
241,132
-1,242,612