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
$400B
AUM Growth
-$82.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,210
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$1.45B
3 +$1.18B
4
LIN icon
Linde
LIN
+$751M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$719M

Top Sells

1 +$6.32B
2 +$1.29B
3 +$862M
4
AAPL icon
Apple
AAPL
+$795M
5
DIS icon
Walt Disney
DIS
+$750M

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$703K ﹤0.01%
15,915
-12,136
3052
$703K ﹤0.01%
18,524
+1,956
3053
$700K ﹤0.01%
163,101
+57,060
3054
$696K ﹤0.01%
23,033
+15,482
3055
$696K ﹤0.01%
19,015
-8,073
3056
$695K ﹤0.01%
34,499
+10,368
3057
$693K ﹤0.01%
109,267
-156,060
3058
$689K ﹤0.01%
58,927
+33,678
3059
$687K ﹤0.01%
528,964
+126,058
3060
$686K ﹤0.01%
11,370
-706
3061
$685K ﹤0.01%
13,468
-718
3062
$685K ﹤0.01%
10,572
-4,405
3063
$684K ﹤0.01%
+31,363
3064
$684K ﹤0.01%
170,918
+126,884
3065
$684K ﹤0.01%
12,033
+1,691
3066
$683K ﹤0.01%
216,901
+17,253
3067
$682K ﹤0.01%
34,448
3068
$677K ﹤0.01%
29,954
-129,853
3069
$674K ﹤0.01%
59,453
-73,463
3070
$665K ﹤0.01%
22,857
+6,733
3071
$665K ﹤0.01%
50,511
+22,691
3072
$665K ﹤0.01%
44,721
-24,041
3073
$664K ﹤0.01%
38,142
-4,886
3074
$664K ﹤0.01%
+16
3075
$663K ﹤0.01%
43,023
-92,578