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
$372B
AUM Growth
+$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,629
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$577M
3
+$538M
4
MCD icon
McDonald's
MCD
+$474M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$454M

Top Sells

1
+$1.03B
2
+$881M
3
+$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$496M
5
LRCX icon
Lam Research
LRCX
+$468M

Sector Composition

1 Financials 13.81%
2 Technology 11.27%
3 Healthcare 11.12%
4 Consumer Discretionary 8.85%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37B 0.34%
7,574,669
+347,334
52
$1.36B 0.34%
8,993,237
+1,432,792
53
$1.35B 0.34%
9,848,434
+163,965
54
$1.34B 0.33%
49,522,962
-2,348,641
55
$1.33B 0.33%
31,704,692
-523,044
56
$1.33B 0.33%
29,652,226
+2,933,264
57
$1.3B 0.32%
11,682,059
+1,096,986
58
$1.28B 0.32%
14,501,167
-713,186
59
$1.26B 0.32%
16,131,428
-404,907
60
$1.26B 0.31%
16,223,155
+3,307,814
61
$1.26B 0.31%
17,040,873
+1,370,146
62
$1.25B 0.31%
29,678,429
+2,321,305
63
$1.25B 0.31%
47,500,566
+907,115
64
$1.24B 0.31%
14,901,068
+4,382,289
65
$1.24B 0.31%
6,654,365
+15,050
66
$1.22B 0.3%
14,443,746
-1,249,752
67
$1.22B 0.3%
12,395,273
-4,138,846
68
$1.22B 0.3%
18,849,741
-4,000,991
69
$1.19B 0.3%
22,728,671
+636,960
70
$1.19B 0.3%
6,593,723
-1,423,045
71
$1.16B 0.29%
3,372,334
+214,254
72
$1.13B 0.28%
4,960,449
-189,370
73
$1.13B 0.28%
5,212,953
+1,545,025
74
$1.12B 0.28%
12,849,718
-2,136,005
75
$1.11B 0.28%
19,510,285
+2,632,203
1 2
3
4 5