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
1051
$27M 0.01%
1,052,406
-139,097
1052
$27M 0.01%
1,430,785
-119,540
1053
$27M 0.01%
525,688
+130,287
1054
$26.9M 0.01%
321,785
+102,844
1055
$26.8M 0.01%
594,789
+81,423
1056
$26.8M 0.01%
610,565
-251,089
1057
$26.6M 0.01%
819,036
-401,379
1058
$26.6M 0.01%
749,364
-241,784
1059
$26.6M 0.01%
755,804
+59,567
1060
$26.5M 0.01%
435,403
-88,241
1061
$26.5M 0.01%
473,224
+21,992
1062
$26.4M 0.01%
345,785
-290,117
1063
$26.4M 0.01%
612,131
-12,183
1064
$26.4M 0.01%
3,266,228
+74,935
1065
$26.3M 0.01%
671,919
-977,846
1066
$26.3M 0.01%
424,647
-144,905
1067
$26.3M 0.01%
151,421
-70,995
1068
$26.3M 0.01%
686,922
-62,301
1069
$26.3M 0.01%
838,318
+29,925
1070
$26.3M 0.01%
1,179,973
+7,993
1071
$26.2M 0.01%
909,567
+448,307
1072
$26.2M 0.01%
939,247
+188,983
1073
$26.2M 0.01%
1,057,222
-30,805
1074
$26.1M 0.01%
3,992,471
-421,648
1075
$26.1M 0.01%
546,956
-6,980