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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Limited
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.26%
2 Healthcare 10.47%
3 Technology 10.39%
4 Consumer Discretionary 9.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.5B 3.99%
80,059,671
+2,161,207
2
$6.03B 1.79%
276,351,485
+2,411,204
3
$4.99B 1.48%
57,580,227
+5,519,100
4
$4.42B 1.31%
259,812,392
-17,801,448
5
$4.26B 1.26%
49,476,465
+1,018,884
6
$3.82B 1.13%
92,493,241
-7,726,247
7
$3.46B 1.03%
104,074,246
+11,869,874
8
$3.3B 0.98%
51,729,763
+14,193,414
9
$3.09B 0.92%
29,015,273
+2,471,623
10
$3.07B 0.91%
25,301,131
+954,822
11
$2.93B 0.87%
46,390,180
-5,197,117
12
$2.75B 0.82%
110,955,310
+3,921,105
13
$2.75B 0.81%
36,238,988
+3,971,689
14
$2.7B 0.8%
39,784,378
-820,618
15
$2.62B 0.78%
189,819,943
+23,326,518
16
$2.47B 0.73%
50,910,997
+3,526,791
17
$2.38B 0.71%
31,486,143
+1,978,053
18
$2.25B 0.67%
95,813,697
+11,178,622
19
$2.17B 0.64%
96,366,010
+5,238,744
20
$2.11B 0.63%
8,778,415
-1,009,627
21
$2.07B 0.61%
28,913,962
+1,777,474
22
$2.04B 0.6%
43,978,627
+9,291,026
23
$2.03B 0.6%
25,696,445
-1,441,873
24
$1.97B 0.58%
22,304,490
-4,884,714
25
$1.85B 0.55%
118,433,380
+7,163,240