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
3176
$542K ﹤0.01%
5,420
-7,804
3177
$538K ﹤0.01%
3,605
+1,730
3178
$537K ﹤0.01%
10,849
-4,046
3179
$535K ﹤0.01%
87,709
-137,472
3180
$532K ﹤0.01%
31,854
+646
3181
$531K ﹤0.01%
71,690
+2,102
3182
$531K ﹤0.01%
29,119
+25,057
3183
$531K ﹤0.01%
169,390
-186,225
3184
$530K ﹤0.01%
19,330
+2,699
3185
$528K ﹤0.01%
11,072
-336,868
3186
$527K ﹤0.01%
124,010
+62,520
3187
$526K ﹤0.01%
21,460
-16,739
3188
$525K ﹤0.01%
18,850
-54,114
3189
$525K ﹤0.01%
+445,185
3190
$522K ﹤0.01%
9,385
+1,596
3191
$520K ﹤0.01%
32,235
-3,438,403
3192
$518K ﹤0.01%
10,109
+1,703
3193
$518K ﹤0.01%
+38,958
3194
$517K ﹤0.01%
5,224
+504
3195
$516K ﹤0.01%
12,140
-2,235
3196
$515K ﹤0.01%
81,730
-166,536
3197
$515K ﹤0.01%
9,671
-9,660
3198
$515K ﹤0.01%
14,309
+7,231
3199
$515K ﹤0.01%
71,154
-18,945
3200
$514K ﹤0.01%
49,861
-51,738