JP Morgan Chase

JP Morgan Chase 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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$371K ﹤0.01%
22,991
-12,318
3027
$368K ﹤0.01%
16,514
-18,228
3028
$367K ﹤0.01%
9,276
-35,006
3029
$366K ﹤0.01%
12,532
+241
3030
$366K ﹤0.01%
6,490
-358
3031
$365K ﹤0.01%
+10,645
3032
$364K ﹤0.01%
242,466
-368,577
3033
$363K ﹤0.01%
+18,873
3034
$362K ﹤0.01%
58,481
+14,659
3035
$360K ﹤0.01%
9,666
-220
3036
$360K ﹤0.01%
4,046
+3,339
3037
$359K ﹤0.01%
14,454
+3,445
3038
$359K ﹤0.01%
7,145
+715
3039
$357K ﹤0.01%
8,116
-2,997
3040
$356K ﹤0.01%
6,681
+629
3041
$356K ﹤0.01%
19,156
+13,852
3042
$355K ﹤0.01%
20,275
-66,975
3043
$350K ﹤0.01%
20,740
+740
3044
$348K ﹤0.01%
13,922
-26
3045
$348K ﹤0.01%
+37,946
3046
$346K ﹤0.01%
3,128
-4,307
3047
$342K ﹤0.01%
19,544
-1,345
3048
$341K ﹤0.01%
1,720
-7,002
3049
$341K ﹤0.01%
28,392
-50,229
3050
$339K ﹤0.01%
25,701
+489