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
1601
$10.3M ﹤0.01%
486,075
+104,439
1602
$10.3M ﹤0.01%
1,574,878
-90,337
1603
$10.2M ﹤0.01%
415,752
+5,456
1604
$10.2M ﹤0.01%
+332,601
1605
$10.2M ﹤0.01%
430,100
-4,795
1606
$10.2M ﹤0.01%
543,575
+56,069
1607
$10.2M ﹤0.01%
350,375
+7,345
1608
$10.1M ﹤0.01%
437,492
+385,576
1609
$10.1M ﹤0.01%
154,434
-278,850
1610
$10.1M ﹤0.01%
337,640
-94,543
1611
$10.1M ﹤0.01%
225,688
+12,125
1612
$10.1M ﹤0.01%
552,014
+1,564
1613
$10M ﹤0.01%
972,425
-25,000
1614
$10M ﹤0.01%
92,491
-429,186
1615
$10M ﹤0.01%
354,882
-126,956
1616
$10M ﹤0.01%
992
-363
1617
$9.93M ﹤0.01%
1,121,047
+484,276
1618
$9.91M ﹤0.01%
451,723
-14,375
1619
$9.91M ﹤0.01%
119,159
+76,086
1620
$9.88M ﹤0.01%
226,565
-84,398
1621
$9.82M ﹤0.01%
5,454,977
+5,370,627
1622
$9.8M ﹤0.01%
281,205
+3,957
1623
$9.8M ﹤0.01%
501,295
-328
1624
$9.8M ﹤0.01%
65,057
+24,288
1625
$9.8M ﹤0.01%
624,178
-22,700