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
3176
$505K ﹤0.01%
+105,476
3177
$504K ﹤0.01%
20,167
+6,317
3178
$503K ﹤0.01%
23,387
+14,167
3179
$502K ﹤0.01%
2,026
+1,784
3180
$502K ﹤0.01%
24,009
+21,887
3181
$501K ﹤0.01%
25,607
-14,962
3182
$500K ﹤0.01%
+14,390
3183
$499K ﹤0.01%
23,622
+1,020
3184
$499K ﹤0.01%
13,681
-6,641
3185
$496K ﹤0.01%
10,876
-60
3186
$495K ﹤0.01%
+152,370
3187
$494K ﹤0.01%
226,510
-89,118
3188
$492K ﹤0.01%
40,530
-13,739
3189
$492K ﹤0.01%
14,162
-39,775
3190
$491K ﹤0.01%
+37,785
3191
$491K ﹤0.01%
70,900
-73,766
3192
$487K ﹤0.01%
34,142
+12,086
3193
$487K ﹤0.01%
21,545
+744
3194
$487K ﹤0.01%
7,730
-113
3195
$486K ﹤0.01%
13,772
+4,425
3196
$483K ﹤0.01%
10,536
-49,140
3197
$482K ﹤0.01%
4,524
-29,713
3198
$481K ﹤0.01%
15,848
-73,334
3199
$480K ﹤0.01%
16,147
+8,005
3200
$478K ﹤0.01%
14,321
-3,155