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
1001
$33.2M 0.01%
666,823
+77,910
1002
$33.1M 0.01%
863,290
+862,255
1003
$33.1M 0.01%
220,751
-1,443
1004
$33M 0.01%
2,337,533
-430,772
1005
$32.8M 0.01%
497,902
+106,203
1006
$32.8M 0.01%
5,656,382
-466,569
1007
$32.7M 0.01%
1,225,876
+1,091,796
1008
$32.7M 0.01%
2,446,504
-195,076
1009
$32.7M 0.01%
432,358
-52,745
1010
$32.6M 0.01%
323,413
-85,361
1011
$32.6M 0.01%
963,651
-342,019
1012
$32.6M 0.01%
649,010
+332,973
1013
$32.5M 0.01%
1,611,835
+729,707
1014
$32.5M 0.01%
291,214
+191,777
1015
$32.3M 0.01%
372,322
+28,477
1016
$32.3M 0.01%
3,715,210
-2,006,040
1017
$32.2M 0.01%
+1,472,408
1018
$32.2M 0.01%
1,062,897
-17,358
1019
$32.1M 0.01%
10,106,080
+1,455,774
1020
$32.1M 0.01%
807,229
-135,901
1021
$32.1M 0.01%
1,113,411
+21,614
1022
$32.1M 0.01%
902,553
-154,563
1023
$32M 0.01%
446,774
-27,529
1024
$32M 0.01%
378,273
-401
1025
$31.9M 0.01%
1,924,294
-442,408