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
1826
$6.65M ﹤0.01%
54,124
+25,117
1827
$6.64M ﹤0.01%
240,195
+51,267
1828
$6.62M ﹤0.01%
80,572
-115,966
1829
$6.61M ﹤0.01%
410,330
-893,999
1830
$6.59M ﹤0.01%
37,043
-12,805
1831
$6.59M ﹤0.01%
146,752
-102,059
1832
$6.57M ﹤0.01%
290,768
+122,730
1833
$6.56M ﹤0.01%
57,823
-65,294
1834
$6.55M ﹤0.01%
114,078
-347,596
1835
$6.54M ﹤0.01%
122,429
+55,636
1836
$6.54M ﹤0.01%
8,165
+2,876
1837
$6.52M ﹤0.01%
350,850
+308,775
1838
$6.5M ﹤0.01%
1,148,017
+84,979
1839
$6.5M ﹤0.01%
115,229
-52,510
1840
$6.49M ﹤0.01%
657,425
+88,263
1841
$6.48M ﹤0.01%
1,140,670
-2,036,720
1842
$6.47M ﹤0.01%
294,726
+204,407
1843
$6.47M ﹤0.01%
136,912
-5,098
1844
$6.46M ﹤0.01%
+1,048,424
1845
$6.45M ﹤0.01%
247,403
-274
1846
$6.44M ﹤0.01%
306,032
+88,813
1847
$6.39M ﹤0.01%
135,727
+35
1848
$6.38M ﹤0.01%
177,175
-7,500
1849
$6.36M ﹤0.01%
828,577
+10,929
1850
$6.36M ﹤0.01%
268,054
-32,702