JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$2.27M ﹤0.01%
134,591
-214,728
2527
$2.26M ﹤0.01%
84,639
+55,068
2528
$2.26M ﹤0.01%
201,187
+65,746
2529
$2.26M ﹤0.01%
62,081
-52,207
2530
$2.25M ﹤0.01%
99,652
-73,654
2531
$2.25M ﹤0.01%
52,713
+10,250
2532
$2.25M ﹤0.01%
86,591
-10,309
2533
$2.25M ﹤0.01%
59,228
+8,928
2534
$2.25M ﹤0.01%
47,760
-1,373
2535
$2.24M ﹤0.01%
59,042
-45,847
2536
$2.24M ﹤0.01%
276,371
-10,165
2537
$2.23M ﹤0.01%
87,164
-8,428
2538
$2.23M ﹤0.01%
41,073
+2,568
2539
$2.23M ﹤0.01%
134,613
-79,388
2540
$2.21M ﹤0.01%
40,052
-1,458
2541
$2.21M ﹤0.01%
36,881
-2,392
2542
$2.21M ﹤0.01%
86,338
+40,403
2543
$2.21M ﹤0.01%
41,083
-6,969
2544
$2.2M ﹤0.01%
56,565
-57,504
2545
$2.2M ﹤0.01%
163,336
+148,980
2546
$2.19M ﹤0.01%
188,287
+36,811
2547
$2.18M ﹤0.01%
504,278
-128,023
2548
$2.18M ﹤0.01%
49,528
-4,235
2549
$2.17M ﹤0.01%
58,943
+56,265
2550
$2.17M ﹤0.01%
104,621
+12,419