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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$33.5M 0.01%
1,277,501
+137,218
1052
$33.5M 0.01%
770,430
+335,105
1053
$33.5M 0.01%
214,116
+12,230
1054
$33.5M 0.01%
406,131
-33,884
1055
$33.4M 0.01%
579,421
+51,721
1056
$33.3M 0.01%
2,744,700
-228,966
1057
$33.3M 0.01%
1,619,488
+1,602,021
1058
$33.2M 0.01%
639,358
+36,116
1059
$33M 0.01%
1,459,168
+770,406
1060
$32.9M 0.01%
1,553,387
-435,500
1061
$32.9M 0.01%
513,191
+56,393
1062
$32.9M 0.01%
372,675
+19,726
1063
$32.9M 0.01%
662,897
+16,431
1064
$32.8M 0.01%
+693,412
1065
$32.7M 0.01%
3,133,140
+495,517
1066
$32.6M 0.01%
276,896
-12,163
1067
$32.6M 0.01%
5,420,203
-468,581
1068
$32.6M 0.01%
1,039,276
+67,672
1069
$32.3M 0.01%
370,932
-23,133
1070
$32.1M 0.01%
1,305,238
+16,154
1071
$32.1M 0.01%
1,504,658
+782,961
1072
$32.1M 0.01%
7,248,683
+2,571,558
1073
$32.1M 0.01%
1,239,137
+2,634
1074
$32M 0.01%
1,805,402
-35,024
1075
$32M 0.01%
383,393
+17,623