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
2401
$1.84M ﹤0.01%
67,294
-33,713
2402
$1.84M ﹤0.01%
2,758
-733
2403
$1.84M ﹤0.01%
70,651
+3,712
2404
$1.84M ﹤0.01%
66,137
-11,740
2405
$1.84M ﹤0.01%
+31,229
2406
$1.83M ﹤0.01%
592,518
+396,718
2407
$1.83M ﹤0.01%
189,800
-27,294
2408
$1.82M ﹤0.01%
85
+6
2409
$1.81M ﹤0.01%
+47,800
2410
$1.8M ﹤0.01%
10,315
-463,637
2411
$1.8M ﹤0.01%
56,940
-17,164
2412
$1.79M ﹤0.01%
140,188
-7,646
2413
$1.77M ﹤0.01%
+59,100
2414
$1.77M ﹤0.01%
172,480
-90,099
2415
$1.76M ﹤0.01%
34,592
+26,289
2416
$1.76M ﹤0.01%
59,710
+34,063
2417
$1.76M ﹤0.01%
32,746
-39,211
2418
$1.76M ﹤0.01%
+844,100
2419
$1.74M ﹤0.01%
19,158
+89
2420
$1.74M ﹤0.01%
43,484
+7,474
2421
$1.74M ﹤0.01%
81,101
+14
2422
$1.73M ﹤0.01%
+95,400
2423
$1.72M ﹤0.01%
35,433
-165
2424
$1.72M ﹤0.01%
48,480
+30,990
2425
$1.72M ﹤0.01%
54,189
-117,704