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
1776
$7.3M ﹤0.01%
289,085
+93,163
1777
$7.28M ﹤0.01%
524,505
+437,403
1778
$7.27M ﹤0.01%
2,560,896
+123,871
1779
$7.25M ﹤0.01%
619,856
-1,176,972
1780
$7.22M ﹤0.01%
30,350
-71,625
1781
$7.21M ﹤0.01%
166,052
-10,440
1782
$7.21M ﹤0.01%
1,502,099
-2,650
1783
$7.14M ﹤0.01%
179,420
-7,592
1784
$7.13M ﹤0.01%
18,860
-4,837
1785
$7.12M ﹤0.01%
328,605
+111,795
1786
$7.08M ﹤0.01%
110,462
+10,445
1787
$7.07M ﹤0.01%
256,596
+9,876
1788
$7.05M ﹤0.01%
440,636
+41,898
1789
$7.05M ﹤0.01%
483,317
+229,058
1790
$7.04M ﹤0.01%
292,299
-11,700
1791
$7.04M ﹤0.01%
57,055
+1,997
1792
$7.04M ﹤0.01%
111,714
+6,486
1793
$7.03M ﹤0.01%
182,236
+145,025
1794
$7M ﹤0.01%
261,800
+24,200
1795
$6.98M ﹤0.01%
158,616
+39,505
1796
$6.95M ﹤0.01%
228,100
-6,100
1797
$6.95M ﹤0.01%
264,677
-66,859
1798
$6.94M ﹤0.01%
+261,850
1799
$6.92M ﹤0.01%
+792,312
1800
$6.91M ﹤0.01%
150,766
-2,346