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
201
$460M 0.11%
5,141,326
+1,898,583
202
$459M 0.11%
20,481,647
+98,867
203
$456M 0.11%
2,417,084
+335,250
204
$456M 0.11%
8,810,145
-770,152
205
$454M 0.11%
33,324,048
+432,475
206
$453M 0.11%
20,274,030
-102,630
207
$452M 0.11%
2,512,652
+43,583
208
$443M 0.1%
6,538,591
+509,940
209
$440M 0.1%
17,157,084
-556,431
210
$437M 0.1%
4,354,120
+999,605
211
$437M 0.1%
16,474,852
+2,336,568
212
$436M 0.1%
13,535,017
+1,379,232
213
$431M 0.1%
6,991,602
-3,790,845
214
$422M 0.1%
3,663,818
+184,925
215
$422M 0.1%
6,697,201
+182,874
216
$419M 0.1%
1,915,340
-395,519
217
$414M 0.1%
3,639,379
+53,275
218
$413M 0.1%
4,430,958
+614,734
219
$411M 0.1%
6,180,787
+634,341
220
$411M 0.1%
8,324,100
+558,848
221
$409M 0.1%
5,096,598
+119,668
222
$408M 0.1%
4,119,686
-57,090
223
$403M 0.09%
2,846,145
+40,557
224
$401M 0.09%
17,094,214
+742,023
225
$398M 0.09%
10,750,599
+202,709