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
2726
$1.47M ﹤0.01%
109,421
+57,198
2727
$1.46M ﹤0.01%
26,420
+734
2728
$1.46M ﹤0.01%
82,074
+27,643
2729
$1.46M ﹤0.01%
41,742
+13,400
2730
$1.45M ﹤0.01%
18,311
-981
2731
$1.45M ﹤0.01%
62,602
-5,394
2732
$1.44M ﹤0.01%
47,872
+6,598
2733
$1.44M ﹤0.01%
306,586
+64,285
2734
$1.44M ﹤0.01%
55,855
+26,686
2735
$1.44M ﹤0.01%
176,352
-2,618
2736
$1.44M ﹤0.01%
64,770
-14,236
2737
$1.43M ﹤0.01%
584,376
-3,535,431
2738
$1.43M ﹤0.01%
41,317
-4,119
2739
$1.43M ﹤0.01%
98,284
+78,154
2740
$1.42M ﹤0.01%
103,354
+45,413
2741
$1.42M ﹤0.01%
+26,760
2742
$1.41M ﹤0.01%
47,663
-8,668
2743
$1.41M ﹤0.01%
50,137
+15,757
2744
$1.41M ﹤0.01%
31,217
-17,790
2745
$1.41M ﹤0.01%
39,471
+17,703
2746
$1.4M ﹤0.01%
97,671
-39,708
2747
$1.4M ﹤0.01%
46,934
+45,601
2748
$1.4M ﹤0.01%
43,612
+1,352
2749
$1.4M ﹤0.01%
135,263
-131,808
2750
$1.39M ﹤0.01%
146,262
-13,470