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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$1.02B
3 +$504M
4
TFC icon
Truist Financial
TFC
+$493M
5
ADI icon
Analog Devices
ADI
+$490M

Top Sells

1 +$1.87B
2 +$1.01B
3 +$808M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$798M
5
TSM icon
TSMC
TSM
+$797M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.45%
3 Healthcare 10.78%
4 Financials 10.38%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$36.3M 0.01%
3,443,465
1002
$36.2M 0.01%
817,727
+91,660
1003
$36.2M 0.01%
4,044,651
+125,951
1004
$36.2M 0.01%
808,105
+127,241
1005
$36.1M 0.01%
2,022,338
+194,554
1006
$36M 0.01%
414,534
+228,197
1007
$36M 0.01%
387,952
-80,970
1008
$36M 0.01%
684,271
+551,527
1009
$35.8M 0.01%
516,114
+129,666
1010
$35.7M 0.01%
1,068,050
+43,299
1011
$35.5M 0.01%
3,093,548
-2,125,671
1012
$35.5M 0.01%
429,976
+203,031
1013
$35.4M 0.01%
656,435
-85,599
1014
$35.3M 0.01%
727,929
+209,760
1015
$35.3M 0.01%
+412,817
1016
$35.2M 0.01%
3,077,742
+1,397,101
1017
$35.1M 0.01%
869,842
-206,713
1018
$34.7M 0.01%
880,600
+84,141
1019
$34.6M 0.01%
406,815
+159,481
1020
$34.5M 0.01%
1,035,755
+877,076
1021
$34.5M 0.01%
584,669
+95,983
1022
$34.3M 0.01%
409,376
+105,356
1023
$34.1M 0.01%
+60,759
1024
$34.1M 0.01%
1,253,090
+46,284
1025
$34.1M 0.01%
867,610
+213,328