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
701
$68M 0.02%
591,323
-265,880
702
$67.8M 0.02%
681,422
-199,116
703
$67.4M 0.02%
2,032,321
+48,231
704
$67.3M 0.02%
3,414,731
-295,822
705
$67.1M 0.02%
1,463,391
+1,056,158
706
$67.1M 0.02%
751,207
-19,220
707
$67M 0.02%
1,063,937
-34,629
708
$67M 0.02%
1,814,584
+192,129
709
$66.9M 0.02%
2,253,678
+59,152
710
$66.7M 0.02%
1,039,463
+606,832
711
$66.6M 0.02%
382,733
-111,336
712
$66.5M 0.02%
1,117,410
-721,164
713
$66.2M 0.02%
1,881,909
+91,470
714
$65.6M 0.02%
1,333,992
+71,695
715
$65.4M 0.02%
171,431
+16,704
716
$65M 0.02%
349,645
-29,657
717
$64.8M 0.02%
2,324,736
+23,135
718
$64.5M 0.01%
970,456
+56,199
719
$64.3M 0.01%
892,809
+242,309
720
$63.9M 0.01%
726,145
-1,950,575
721
$63.9M 0.01%
433,566
-845,767
722
$63.7M 0.01%
2,250,809
+1,609,100
723
$63.6M 0.01%
2,034,845
-230,465
724
$63.6M 0.01%
1,010,991
-48,341
725
$63.4M 0.01%
913,145
+94,253