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
2176
$3.09M ﹤0.01%
+217,400
2177
$3.09M ﹤0.01%
247,139
+8,175
2178
$3.08M ﹤0.01%
+152,050
2179
$3.08M ﹤0.01%
59,089
+19,764
2180
$3.08M ﹤0.01%
65,612
-608
2181
$3.07M ﹤0.01%
342,700
-23,090
2182
$3.05M ﹤0.01%
63,479
-18,688
2183
$3.05M ﹤0.01%
53,280
+22,708
2184
$3.03M ﹤0.01%
149,833
+44,683
2185
$3.03M ﹤0.01%
121,012
-114,229
2186
$3.02M ﹤0.01%
82,123
-4,000
2187
$3.01M ﹤0.01%
+575,800
2188
$3.01M ﹤0.01%
181,420
+8,700
2189
$3M ﹤0.01%
315,250
-12,659
2190
$3M ﹤0.01%
48,441
-1,241
2191
$2.99M ﹤0.01%
+166,000
2192
$2.97M ﹤0.01%
42,411
+2,609
2193
$2.97M ﹤0.01%
93,636
+12,049
2194
$2.96M ﹤0.01%
38,196
-328
2195
$2.96M ﹤0.01%
73,493
-217
2196
$2.96M ﹤0.01%
+72,800
2197
$2.95M ﹤0.01%
566,201
+225,319
2198
$2.94M ﹤0.01%
193,270
+53,896
2199
$2.93M ﹤0.01%
156,955
+5,775
2200
$2.91M ﹤0.01%
164,067
-2,753,377