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
3951
$74K ﹤0.01%
11,744
+1,094
3952
$74K ﹤0.01%
4,642
+433
3953
$74K ﹤0.01%
881
+45
3954
$74K ﹤0.01%
5,593
-32,526
3955
$74K ﹤0.01%
248
+123
3956
$74K ﹤0.01%
42,729
+41,886
3957
$74K ﹤0.01%
7,642
+3,575
3958
0
3959
$73K ﹤0.01%
1,500
3960
$73K ﹤0.01%
14,591
-60,282
3961
$73K ﹤0.01%
3,118
+288
3962
$73K ﹤0.01%
3,185
+2,884
3963
$73K ﹤0.01%
13,410
+1,211
3964
$73K ﹤0.01%
47,079
-3,900
3965
$72K ﹤0.01%
+8,889
3966
$72K ﹤0.01%
2,879
-2,720
3967
$72K ﹤0.01%
29,904
-199,095
3968
$72K ﹤0.01%
1,294
3969
$72K ﹤0.01%
2,670
+2,619
3970
$72K ﹤0.01%
4,421
-18,109
3971
$71K ﹤0.01%
2,190
-12,198
3972
$71K ﹤0.01%
2,850
-4,276
3973
$71K ﹤0.01%
3,217
+300
3974
$69K ﹤0.01%
2,324
-144
3975
$69K ﹤0.01%
4,163
+388