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
1951
$5.14M ﹤0.01%
126,981
-211,636
1952
$5.14M ﹤0.01%
260,941
+6,962
1953
$5.13M ﹤0.01%
336,866
-39,920
1954
$5.13M ﹤0.01%
33,512
+21,966
1955
$5.13M ﹤0.01%
12,734
+2,914
1956
$5.12M ﹤0.01%
114,851
+33,845
1957
$5.08M ﹤0.01%
444,089
+3,353
1958
$5.07M ﹤0.01%
326,405
+93,471
1959
$5.07M ﹤0.01%
197,096
+159,738
1960
$5.06M ﹤0.01%
+161,529
1961
$5.05M ﹤0.01%
104,464
-373,540
1962
$5.04M ﹤0.01%
79,190
+40,775
1963
$5.04M ﹤0.01%
312,037
-32,881
1964
$5.03M ﹤0.01%
325,658
-82,067
1965
$5.03M ﹤0.01%
93,690
+1,819
1966
$5.01M ﹤0.01%
96,042
-14,886
1967
$5M ﹤0.01%
252,156
+3,043
1968
$5M ﹤0.01%
41,864
+30,434
1969
$5M ﹤0.01%
181,852
+123,755
1970
$4.98M ﹤0.01%
90,325
-18,113
1971
$4.98M ﹤0.01%
219,522
-494,373
1972
$4.94M ﹤0.01%
147,555
+52,947
1973
$4.93M ﹤0.01%
132,324
+15,586
1974
$4.93M ﹤0.01%
114,572
-147,939
1975
$4.91M ﹤0.01%
116,152
+46,822