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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$1.02B
3 +$504M
4
TFC icon
Truist Financial
TFC
+$493M
5
ADI icon
Analog Devices
ADI
+$490M

Top Sells

1 +$1.87B
2 +$1.01B
3 +$808M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$798M
5
TSM icon
TSMC
TSM
+$797M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.45%
3 Healthcare 10.78%
4 Financials 10.38%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$594K ﹤0.01%
130,064
-380,135
3152
$593K ﹤0.01%
33,299
-5,247
3153
$593K ﹤0.01%
18,974
+17,370
3154
$592K ﹤0.01%
74,733
+7,430
3155
$591K ﹤0.01%
39,750
3156
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5,280
-57,103
3157
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28,895
-6,453
3158
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10,499
-4,029
3159
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27,617
-12,548
3160
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-100
3161
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102,992
-4,627
3162
$577K ﹤0.01%
65,120
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3163
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48,448
-17,948
3164
$575K ﹤0.01%
63,343
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3165
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57,063
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3166
$570K ﹤0.01%
33,792
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3167
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39,326
-5,361
3168
$567K ﹤0.01%
75,245
-28,158
3169
$567K ﹤0.01%
113,749
+39,030
3170
$566K ﹤0.01%
18,753
-2,678
3171
$566K ﹤0.01%
11,763
-159
3172
$562K ﹤0.01%
98,109
+29,947
3173
$560K ﹤0.01%
36,361
-22,950
3174
$560K ﹤0.01%
7,190
-8,798
3175
$556K ﹤0.01%
+221,592