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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$118M 0.03%
4,663,776
-102,050
527
$117M 0.03%
6,598,891
-4,603,386
528
$117M 0.03%
5,728,923
+2,121,030
529
$117M 0.03%
1,270,096
+59,464
530
$117M 0.03%
7,917,905
+241,482
531
$116M 0.03%
3,877,810
+2,731,167
532
$116M 0.03%
3,586,764
+115,408
533
$116M 0.03%
6,666,134
+258,298
534
$116M 0.03%
3,227,497
+15,851
535
$115M 0.03%
1,840,422
+109,525
536
$115M 0.03%
2,936,901
+23,087
537
$115M 0.03%
2,804,312
-132,402
538
$115M 0.03%
915,494
+817,818
539
$114M 0.03%
5,743,188
+331,184
540
$112M 0.03%
2,580,601
+297,985
541
$112M 0.03%
690,083
-287,715
542
$112M 0.03%
2,273,221
+169,008
543
$112M 0.03%
3,647,583
+597,492
544
$111M 0.03%
1,830,716
-185,323
545
$111M 0.03%
1,212,996
-119,799
546
$110M 0.03%
5,888,701
+5,105,478
547
$110M 0.03%
224,910
-53,739
548
$110M 0.03%
2,104,878
+599,110
549
$110M 0.03%
819,007
+441,216
550
$110M 0.03%
767,750
+215,854