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
3251
$457K ﹤0.01%
7,368
-48
3252
$455K ﹤0.01%
42,063
+27,450
3253
$455K ﹤0.01%
50,438
-54,169
3254
$454K ﹤0.01%
5,783
+2,973
3255
$453K ﹤0.01%
19,166
-64,580
3256
$452K ﹤0.01%
+32,752
3257
$451K ﹤0.01%
9,977
-10,621
3258
$451K ﹤0.01%
13,543
-844
3259
$450K ﹤0.01%
34,389
+10,633
3260
$450K ﹤0.01%
10,691
+5,635
3261
$449K ﹤0.01%
6,309
-37,209
3262
$448K ﹤0.01%
218,338
-246,489
3263
$446K ﹤0.01%
18,436
+1,243
3264
$445K ﹤0.01%
3,043
-16,619
3265
$445K ﹤0.01%
22,700
-87,701
3266
$442K ﹤0.01%
+14,851
3267
$442K ﹤0.01%
38,535
-2,605
3268
$441K ﹤0.01%
31,446
-379,344
3269
$439K ﹤0.01%
6,786
-6,760
3270
$438K ﹤0.01%
5,837
+5,745
3271
$438K ﹤0.01%
14,215
+679
3272
$437K ﹤0.01%
21,033
-32,710
3273
$437K ﹤0.01%
20,029
+6,340
3274
$437K ﹤0.01%
17,500
3275
$436K ﹤0.01%
41,336
+6,165