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
901
$37.3M 0.01%
713,734
+305,837
902
$37.2M 0.01%
416,080
+131,107
903
$37.2M 0.01%
410,069
-302,712
904
$37.1M 0.01%
1,611,006
+210,216
905
$37.1M 0.01%
1,713,858
-338,501
906
$37.1M 0.01%
775,786
+495,587
907
$37.1M 0.01%
1,315,983
+962,627
908
$37M 0.01%
3,771,994
-133,663
909
$36.9M 0.01%
778,542
+464,498
910
$36.8M 0.01%
443,965
-125
911
$36.8M 0.01%
939,655
+255,660
912
$36.7M 0.01%
324,123
-56,694
913
$36.7M 0.01%
2,569,299
+121,049
914
$36.7M 0.01%
2,917,219
-2,093,374
915
$36.6M 0.01%
1,899,648
+256,521
916
$36.6M 0.01%
2,461,443
-330,202
917
$36.5M 0.01%
1,333,626
+1,310,947
918
$36.4M 0.01%
299,749
-5,365,079
919
$36.4M 0.01%
333,816
-14,429
920
$36.3M 0.01%
802,192
-3,036,873
921
$36.3M 0.01%
796,039
-667,554
922
$36.3M 0.01%
1,357,431
+740,544
923
$36.2M 0.01%
4,191,050
+961,400
924
$36.1M 0.01%
7,426,041
-7,144
925
$36.1M 0.01%
+1,400,000