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
1851
$6.34M ﹤0.01%
268,876
-155,322
1852
$6.34M ﹤0.01%
231,708
+2,682
1853
$6.33M ﹤0.01%
257,837
+9,810
1854
$6.29M ﹤0.01%
622,325
-800,879
1855
$6.28M ﹤0.01%
74
-1
1856
$6.27M ﹤0.01%
381,576
+163,732
1857
$6.24M ﹤0.01%
100,315
-8,112
1858
$6.24M ﹤0.01%
474,781
-3,000
1859
$6.24M ﹤0.01%
569,932
+130,230
1860
$6.24M ﹤0.01%
330,015
+3,718
1861
$6.23M ﹤0.01%
211,757
+134,757
1862
$6.22M ﹤0.01%
243,699
+7,045
1863
$6.22M ﹤0.01%
329,087
-179,615
1864
$6.22M ﹤0.01%
166,995
+55,461
1865
$6.21M ﹤0.01%
356,199
+128,923
1866
$6.21M ﹤0.01%
152,933
+863
1867
$6.18M ﹤0.01%
363,406
-2,142,046
1868
$6.18M ﹤0.01%
292,612
-354,214
1869
$6.16M ﹤0.01%
352,367
+225,922
1870
$6.1M ﹤0.01%
+223,427
1871
$6.1M ﹤0.01%
336,744
+104,680
1872
$6.1M ﹤0.01%
134,942
-19,573
1873
$6.1M ﹤0.01%
474,044
+70,300
1874
$6.09M ﹤0.01%
9,963
+1,152
1875
$6.09M ﹤0.01%
+1,213,706