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
1626
$9.8M ﹤0.01%
548,275
-142,925
1627
$9.79M ﹤0.01%
291,618
-521,232
1628
$9.76M ﹤0.01%
866,143
-21,334
1629
$9.75M ﹤0.01%
480,675
+142,491
1630
$9.68M ﹤0.01%
186,179
+6,304
1631
$9.68M ﹤0.01%
837,491
-22,925
1632
$9.67M ﹤0.01%
252,078
-87,164
1633
$9.66M ﹤0.01%
1,588,335
-186,373
1634
$9.64M ﹤0.01%
1,612,802
-912,520
1635
$9.63M ﹤0.01%
730,209
-861,800
1636
$9.63M ﹤0.01%
700,000
+498,300
1637
$9.62M ﹤0.01%
503,427
+492,752
1638
$9.59M ﹤0.01%
185,281
-322,894
1639
$9.59M ﹤0.01%
500,148
-256,877
1640
$9.59M ﹤0.01%
234,178
+16,579
1641
$9.56M ﹤0.01%
206,716
+6,675
1642
$9.55M ﹤0.01%
199,204
+5,225
1643
$9.53M ﹤0.01%
+785,564
1644
$9.52M ﹤0.01%
122,184
+5,057
1645
$9.51M ﹤0.01%
65,574
+3,400
1646
$9.5M ﹤0.01%
131,641
-2,215
1647
$9.47M ﹤0.01%
106,559
+44,592
1648
$9.47M ﹤0.01%
184,596
+10,773
1649
$9.42M ﹤0.01%
204,131
-59,704
1650
$9.4M ﹤0.01%
299,689
-88,130