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
826
$45.8M 0.01%
1,888,312
-54,816
827
$45.6M 0.01%
790,318
+164,221
828
$45.5M 0.01%
996,433
+3
829
$45.5M 0.01%
1,661,896
+268,170
830
$45.1M 0.01%
492,681
+284,259
831
$45M 0.01%
1,098,161
-42,280
832
$45M 0.01%
1,129,276
-230,815
833
$44.9M 0.01%
1,397,726
+588,463
834
$44.9M 0.01%
1,804,153
+1,093,745
835
$44.8M 0.01%
1,995,480
-203,269
836
$44.7M 0.01%
633,864
+375,446
837
$44.6M 0.01%
1,345,344
+17,096
838
$44.3M 0.01%
1,413,118
-2,276,885
839
$44.1M 0.01%
1,154,442
+426,919
840
$44M 0.01%
390,495
+388,788
841
$43.9M 0.01%
767,917
-549,211
842
$43.8M 0.01%
1,501,046
+182,476
843
$43.8M 0.01%
1,046,523
-69,473
844
$43.7M 0.01%
7,628,437
-3,531,289
845
$43.5M 0.01%
400,952
-963,275
846
$43.4M 0.01%
2,760,964
-1,150,285
847
$43.4M 0.01%
569,312
-138,517
848
$43.3M 0.01%
49,867
+1,751
849
$43.3M 0.01%
649,336
-19,050
850
$43.1M 0.01%
874,820
-18,394