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
4051
$53K ﹤0.01%
825
+178
4052
$53K ﹤0.01%
2,903
+271
4053
$53K ﹤0.01%
1,122
+220
4054
$53K ﹤0.01%
2,200
4055
$53K ﹤0.01%
25,469
+2,375
4056
$53K ﹤0.01%
2,786
-15,509
4057
$53K ﹤0.01%
18,661
-58,099
4058
$53K ﹤0.01%
1,926
+222
4059
$52K ﹤0.01%
5,773
+2,847
4060
$52K ﹤0.01%
2,963
+271
4061
$52K ﹤0.01%
2,857
-48,333
4062
$52K ﹤0.01%
+23,423
4063
$51K ﹤0.01%
1,276
+119
4064
$51K ﹤0.01%
6,150
4065
$51K ﹤0.01%
+4,927
4066
$51K ﹤0.01%
1,552
+220
4067
$51K ﹤0.01%
5,421
-7,467
4068
$51K ﹤0.01%
1,943
-55,623
4069
$51K ﹤0.01%
5,353
-503
4070
$51K ﹤0.01%
5,494
-15,194
4071
$50K ﹤0.01%
9,703
-1,527
4072
$50K ﹤0.01%
4,817
-1,280
4073
$50K ﹤0.01%
4,219
-19,227
4074
$50K ﹤0.01%
4,721
+439
4075
$49K ﹤0.01%
1,572
+64