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
3801
$117K ﹤0.01%
15,320
+3,309
3802
$116K ﹤0.01%
8,487
+792
3803
$115K ﹤0.01%
6,684
-64,255
3804
$115K ﹤0.01%
7,414
+710
3805
$115K ﹤0.01%
96,011
+94,234
3806
$115K ﹤0.01%
114,872
-144,966
3807
$114K ﹤0.01%
7,092
3808
$114K ﹤0.01%
4,309
-25,453
3809
$114K ﹤0.01%
2,378
+231
3810
$114K ﹤0.01%
4,117
+4,107
3811
$114K ﹤0.01%
2,493
-843
3812
$114K ﹤0.01%
4,801
3813
$113K ﹤0.01%
2,148
+1,731
3814
$113K ﹤0.01%
8,899
+1,338
3815
$113K ﹤0.01%
9,079
-43,766
3816
$112K ﹤0.01%
2,145
+227
3817
$112K ﹤0.01%
6,312
+676
3818
$111K ﹤0.01%
2,000
3819
$111K ﹤0.01%
16,678
+6,272
3820
$111K ﹤0.01%
1,900
3821
$111K ﹤0.01%
3,210
3822
$111K ﹤0.01%
4,829
-18,585
3823
$111K ﹤0.01%
5,191
+1,666
3824
$110K ﹤0.01%
+19,681
3825
$110K ﹤0.01%
25,922
+24,239