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
1151
$24.7M 0.01%
2,769,441
-2,045,668
1152
$24.7M 0.01%
1,501,700
-406,240
1153
$24.7M 0.01%
297,264
-11,488
1154
$24.6M 0.01%
842,606
+78,865
1155
$24.5M 0.01%
437,909
-32,584
1156
$24.5M 0.01%
1,752,567
-67,050
1157
$24.5M 0.01%
2,104,618
+1,260,753
1158
$24.4M 0.01%
875,538
+10,784
1159
$24.4M 0.01%
1,356,192
-1,214,704
1160
$24.3M 0.01%
376,396
-54,857
1161
$24.2M 0.01%
1,226,835
+51,041
1162
$24.2M 0.01%
444,490
+218,704
1163
$24.2M 0.01%
1,967,412
-106,256
1164
$24.1M 0.01%
601,249
-212,405
1165
$24.1M 0.01%
1,867,499
-306,715
1166
$24M 0.01%
130,714
+17,466
1167
$24M 0.01%
743,333
-23,799
1168
$24M 0.01%
414,113
-106,470
1169
$23.9M 0.01%
983,107
-426,253
1170
$23.9M 0.01%
1,200,596
-14,070
1171
$23.9M 0.01%
739,715
+529,664
1172
$23.9M 0.01%
495,580
-1,972,168
1173
$23.8M 0.01%
229,356
-27,250
1174
$23.8M 0.01%
439,120
-10,716
1175
$23.7M 0.01%
2,217,840
+542,872