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
1076
$26.1M 0.01%
6,685,954
+90,368
1077
$26.1M 0.01%
1,012,620
+61,888
1078
$26.1M 0.01%
782,748
+209,921
1079
$26.1M 0.01%
2,721,466
-733,926
1080
$25.9M 0.01%
820,787
-567,011
1081
$25.7M 0.01%
506,290
+129,260
1082
$25.7M 0.01%
891,046
-164,841
1083
$25.6M 0.01%
122,252
-94,580
1084
$25.6M 0.01%
1,512,927
+202,544
1085
$25.6M 0.01%
631,252
+123,474
1086
$25.5M 0.01%
+498,000
1087
$25.4M 0.01%
1,078,717
-336,079
1088
$25.4M 0.01%
899,766
-557,364
1089
$25.4M 0.01%
963,076
-1,136,916
1090
$25.2M 0.01%
417,454
+32,645
1091
$25.2M 0.01%
169,882
-200,524
1092
$25.2M 0.01%
635,145
-231,521
1093
$25.1M 0.01%
960,972
1094
$25.1M 0.01%
464,721
+298,992
1095
$25M 0.01%
+498,000
1096
$25M 0.01%
+495,500
1097
$25M 0.01%
1,036,844
-324,779
1098
$25M 0.01%
2,043,114
-367,165
1099
$24.9M 0.01%
1,982,465
+339,715
1100
$24.9M 0.01%
714,786
-6,938