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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$162K ﹤0.01%
3,391
+3,261
3227
$160K ﹤0.01%
8,946
-16,462
3228
$159K ﹤0.01%
+6,270
3229
$157K ﹤0.01%
3,175
-38,507
3230
$157K ﹤0.01%
5,775
-42,455
3231
$156K ﹤0.01%
+7,000
3232
$156K ﹤0.01%
4,383
-95
3233
$156K ﹤0.01%
15,838
-3,655
3234
$155K ﹤0.01%
2,360
-8,590
3235
$155K ﹤0.01%
5,587
-4,189
3236
$154K ﹤0.01%
36,000
+28,000
3237
$154K ﹤0.01%
3,152
+2,830
3238
$153K ﹤0.01%
2,200
3239
$153K ﹤0.01%
15,457
+14,566
3240
$152K ﹤0.01%
5,475
-72,101
3241
$151K ﹤0.01%
+21
3242
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3243
$150K ﹤0.01%
60,409
-35,878
3244
$149K ﹤0.01%
4,784
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3245
$149K ﹤0.01%
31,951
+11,751
3246
$148K ﹤0.01%
+3,235
3247
$148K ﹤0.01%
2,730
-2,882
3248
$148K ﹤0.01%
25,719
3249
$148K ﹤0.01%
+13,000
3250
$146K ﹤0.01%
16,686
-1,764