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
3726
$146K ﹤0.01%
4,241
+38
3727
$146K ﹤0.01%
3,514
+336
3728
$145K ﹤0.01%
4,833
-900,439
3729
$143K ﹤0.01%
+25,323
3730
$143K ﹤0.01%
7,717
+719
3731
$143K ﹤0.01%
6,957
+648
3732
$143K ﹤0.01%
7,150
+652
3733
$142K ﹤0.01%
10,392
+3,059
3734
$142K ﹤0.01%
1,138
+1,060
3735
$142K ﹤0.01%
9,610
-887,188
3736
$141K ﹤0.01%
2,351
+1,302
3737
$141K ﹤0.01%
25,000
+4,481
3738
$140K ﹤0.01%
+5,775
3739
$140K ﹤0.01%
8,827
+544
3740
$140K ﹤0.01%
15,031
-55,846
3741
$140K ﹤0.01%
4,653
+304
3742
0
3743
$139K ﹤0.01%
2,293
-288
3744
$139K ﹤0.01%
10,089
+6,589
3745
$139K ﹤0.01%
22,782
+14,472
3746
$138K ﹤0.01%
4,972
+434
3747
$138K ﹤0.01%
28,605
-28,748
3748
$137K ﹤0.01%
7,313
+6,425
3749
$137K ﹤0.01%
289,286
+143,989
3750
$137K ﹤0.01%
9,255
-156,533