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
1726
$8.12M ﹤0.01%
188,874
-14,208
1727
$8.1M ﹤0.01%
151,230
-7,016
1728
$8.1M ﹤0.01%
950,100
-358,334
1729
$8.1M ﹤0.01%
221,446
-205,366
1730
$8.07M ﹤0.01%
125,377
+23,666
1731
$8.06M ﹤0.01%
153,130
+78,394
1732
$8.04M ﹤0.01%
489,732
-66,853
1733
$8.04M ﹤0.01%
702,152
-58,848
1734
$8.02M ﹤0.01%
456,367
-160,583
1735
$8.02M ﹤0.01%
175,891
-51,605
1736
$7.95M ﹤0.01%
545,200
-53,825
1737
$7.93M ﹤0.01%
1,547,410
+218,680
1738
$7.92M ﹤0.01%
133,200
-5,600
1739
$7.92M ﹤0.01%
263,375
+6,400
1740
$7.88M ﹤0.01%
231,715
-3,327
1741
$7.88M ﹤0.01%
195,737
+92,272
1742
$7.87M ﹤0.01%
5,870,931
+1,820,826
1743
$7.84M ﹤0.01%
252,773
+6,479
1744
$7.83M ﹤0.01%
231,297
-114,015
1745
$7.83M ﹤0.01%
131,177
+1,300
1746
$7.83M ﹤0.01%
213,547
-21,427
1747
$7.82M ﹤0.01%
199,757
+23,015
1748
$7.79M ﹤0.01%
250,633
+72,498
1749
$7.72M ﹤0.01%
109,772
-9,800
1750
$7.72M ﹤0.01%
615,623
-125,870