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
3101
$632K ﹤0.01%
5,889
-1,186,111
3102
$631K ﹤0.01%
15,088
+133
3103
$630K ﹤0.01%
244,963
+233,349
3104
$630K ﹤0.01%
23,877
+17,430
3105
$630K ﹤0.01%
88,014
+83,630
3106
$629K ﹤0.01%
37,129
3107
$628K ﹤0.01%
36,522
+35,808
3108
$625K ﹤0.01%
42,220
+36,324
3109
$623K ﹤0.01%
22,490
-118,385
3110
$622K ﹤0.01%
24,306
-102,701
3111
$622K ﹤0.01%
370,270
+252,302
3112
$621K ﹤0.01%
279,507
-100,846
3113
$620K ﹤0.01%
6,371
+5,248
3114
$618K ﹤0.01%
35,226
3115
$615K ﹤0.01%
14,314
+4,432
3116
$610K ﹤0.01%
17,495
+3,334
3117
$609K ﹤0.01%
54,373
+36,274
3118
$608K ﹤0.01%
37,467
+10,536
3119
$608K ﹤0.01%
32,329
-39,125
3120
$606K ﹤0.01%
209,183
-45,013
3121
$605K ﹤0.01%
50,688
-213,002
3122
$604K ﹤0.01%
21,887
-637
3123
$604K ﹤0.01%
+13,122
3124
$604K ﹤0.01%
149,003
+101,798
3125
$602K ﹤0.01%
28,593
+8,529