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
3901
$85K ﹤0.01%
2,674
-32,336
3902
$85K ﹤0.01%
2,413
+1,462
3903
$85K ﹤0.01%
+9,609
3904
$85K ﹤0.01%
8,579
+777
3905
$84K ﹤0.01%
6,855
+639
3906
$84K ﹤0.01%
2,058
-345
3907
$84K ﹤0.01%
10,257
+1,025
3908
$84K ﹤0.01%
4,818
+1,468
3909
$84K ﹤0.01%
1,616
-5
3910
$84K ﹤0.01%
797
-14,510
3911
$84K ﹤0.01%
5,148
+481
3912
$83K ﹤0.01%
2,736
-7
3913
$83K ﹤0.01%
3,011
-26,659
3914
$83K ﹤0.01%
6,275
-26,590
3915
$83K ﹤0.01%
4,236
-5,793
3916
$82K ﹤0.01%
6,925
+646
3917
$82K ﹤0.01%
21,223
-135,902
3918
$82K ﹤0.01%
1,599
-19,246
3919
$82K ﹤0.01%
14,052
-49,536
3920
$82K ﹤0.01%
12,009
+2,180
3921
$81K ﹤0.01%
+23,736
3922
$81K ﹤0.01%
1,526
+583
3923
$81K ﹤0.01%
5,732
+2,328
3924
$81K ﹤0.01%
10,081
-88,107
3925
$81K ﹤0.01%
348
+88