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
1101
$27M 0.01%
1,775,157
+1,541,512
1102
$27M 0.01%
505,435
+340,632
1103
$27M 0.01%
746,749
-719,284
1104
$26.9M 0.01%
198,781
-4,045
1105
$26.8M 0.01%
2,739,703
+685,839
1106
$26.7M 0.01%
882,239
-120,872
1107
$26.7M 0.01%
970,587
1108
$26.7M 0.01%
271,361
+40,380
1109
$26.7M 0.01%
2,480,213
-37,334
1110
$26.7M 0.01%
580,021
-229,690
1111
$26.6M 0.01%
828,631
+44,681
1112
$26.6M 0.01%
913,071
-108,393
1113
$26.4M 0.01%
926,743
+3,870
1114
$26.2M 0.01%
963,896
+55,619
1115
$26.2M 0.01%
488,848
+25,460
1116
$26.1M 0.01%
720,959
+360,050
1117
$26.1M 0.01%
652,122
-1,498,631
1118
$26.1M 0.01%
939,157
-76,323
1119
$26.1M 0.01%
1,032,078
-65,532
1120
$26M 0.01%
2,514,634
+2,452,006
1121
$26M 0.01%
738,657
-124,351
1122
$25.9M 0.01%
1,711,834
1123
$25.9M 0.01%
590,837
+37,967
1124
$25.8M 0.01%
946,000
1125
$25.8M 0.01%
555,990
+229,823