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
3301
$368K ﹤0.01%
45,946
-1,444
3302
$365K ﹤0.01%
52,677
-18,823
3303
$365K ﹤0.01%
27,218
-119,578
3304
$364K ﹤0.01%
+8,679
3305
$363K ﹤0.01%
29,141
-52,520
3306
$362K ﹤0.01%
+10,149
3307
$361K ﹤0.01%
7,660
-61,289
3308
$361K ﹤0.01%
6,847
-1,385
3309
$361K ﹤0.01%
21,102
+478
3310
$360K ﹤0.01%
38,153
+15,482
3311
$357K ﹤0.01%
4,450
-429
3312
$356K ﹤0.01%
14,139
+1,355
3313
$356K ﹤0.01%
22,507
-21,342
3314
$356K ﹤0.01%
30,936
-2,467,021
3315
$355K ﹤0.01%
12,458
-13,665
3316
$354K ﹤0.01%
6,115
+2,482
3317
$352K ﹤0.01%
10,075
-716
3318
$352K ﹤0.01%
9,296
-338
3319
$352K ﹤0.01%
48,605
-51,739
3320
$350K ﹤0.01%
18,035
+13,222
3321
$350K ﹤0.01%
7,800
+7,400
3322
$349K ﹤0.01%
23,016
+22,654
3323
$349K ﹤0.01%
43,851
+11,879
3324
$348K ﹤0.01%
64,977
+52,279
3325
$348K ﹤0.01%
10,108
-4,680