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
2801
$1.24M ﹤0.01%
44,627
-104,610
2802
$1.23M ﹤0.01%
40,663
+40,438
2803
$1.23M ﹤0.01%
20,531
+11,541
2804
$1.23M ﹤0.01%
31,649
-952
2805
$1.22M ﹤0.01%
51,971
+6,267
2806
$1.22M ﹤0.01%
14,227
+3,645
2807
$1.22M ﹤0.01%
47,897
+7,995
2808
$1.22M ﹤0.01%
40,757
-63,874
2809
$1.22M ﹤0.01%
35,321
+7,473
2810
$1.21M ﹤0.01%
38,191
-3,237
2811
$1.21M ﹤0.01%
69,750
-39,910
2812
$1.21M ﹤0.01%
+44,717
2813
$1.2M ﹤0.01%
36,220
-867
2814
$1.2M ﹤0.01%
+21,378
2815
$1.19M ﹤0.01%
102,635
-38,596
2816
$1.19M ﹤0.01%
67,602
-1,572
2817
$1.19M ﹤0.01%
56,611
-4,087
2818
$1.19M ﹤0.01%
32,727
+8,102
2819
$1.19M ﹤0.01%
613,123
-986,157
2820
$1.18M ﹤0.01%
19,564
-2,795
2821
$1.17M ﹤0.01%
156,214
+151,779
2822
$1.17M ﹤0.01%
19,643
-5,842
2823
$1.17M ﹤0.01%
138,076
+87,566
2824
$1.16M ﹤0.01%
22,288
+17,277
2825
$1.16M ﹤0.01%
65,437
-77,063