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
1051
$30.1M 0.01%
1,668,581
-162,414
1052
$29.7M 0.01%
687,595
+609,457
1053
$29.7M 0.01%
1,019,944
-10,187
1054
$29.7M 0.01%
1,798,088
+266,369
1055
$29.7M 0.01%
1,144,476
-39,538
1056
$29.7M 0.01%
535,366
-639,500
1057
$29.6M 0.01%
607,732
+11,401
1058
$29.6M 0.01%
868,181
+494,891
1059
$29.6M 0.01%
476,881
-13,595
1060
$29.6M 0.01%
3,748,588
+544,853
1061
$29.5M 0.01%
1,083,493
+969,809
1062
$29.5M 0.01%
1,853,508
-150,659
1063
$29.5M 0.01%
793,269
+63,553
1064
$29.5M 0.01%
346,534
-2,288,759
1065
$29.5M 0.01%
960,326
-1,275
1066
$29.4M 0.01%
348,084
-754,039
1067
$29.3M 0.01%
1,483,205
+1,222,680
1068
$29.3M 0.01%
4,458,105
+166,605
1069
$29.3M 0.01%
1,003,563
-594,267
1070
$29.3M 0.01%
906,920
+25,028
1071
$29.2M 0.01%
856,478
-231,964
1072
$29.2M 0.01%
524,305
-224,879
1073
$29.1M 0.01%
1,096,981
+11,785
1074
$29.1M 0.01%
951,048
+46,827
1075
$28.8M 0.01%
1,347,302
-491,876