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
1426
$13.7M ﹤0.01%
+293,294
1427
$13.7M ﹤0.01%
244,588
+16,990
1428
$13.7M ﹤0.01%
559,364
-85,294
1429
$13.7M ﹤0.01%
187,088
-135,244
1430
$13.7M ﹤0.01%
323,674
+34,066
1431
$13.6M ﹤0.01%
291,593
-7,402
1432
$13.6M ﹤0.01%
317,973
-22,708
1433
$13.6M ﹤0.01%
737,483
-21,000
1434
$13.6M ﹤0.01%
105,919
-41,611
1435
$13.6M ﹤0.01%
242,933
+241,478
1436
$13.5M ﹤0.01%
2,298,441
-2,412,626
1437
$13.5M ﹤0.01%
182,585
+54,544
1438
$13.5M ﹤0.01%
1,637,532
1439
$13.5M ﹤0.01%
868,284
-423,235
1440
$13.5M ﹤0.01%
1,260,609
+295,798
1441
$13.5M ﹤0.01%
323,893
-190,946
1442
$13.4M ﹤0.01%
185,226
-129,542
1443
$13.4M ﹤0.01%
827,029
-487,029
1444
$13.4M ﹤0.01%
614,525
+54,147
1445
$13.4M ﹤0.01%
1,141,383
-40,631
1446
$13.3M ﹤0.01%
303,945
+9,309
1447
$13.3M ﹤0.01%
336,931
+5,847
1448
$13.3M ﹤0.01%
201,904
-188,656
1449
$13.3M ﹤0.01%
+511,516
1450
$13.3M ﹤0.01%
201,056
-58,591