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
1151
$22.9M 0.01%
945,624
+236,385
1152
$22.8M 0.01%
230,336
-19,545
1153
$22.7M 0.01%
1,140,024
+901,692
1154
$22.7M 0.01%
1,281,012
+736,208
1155
$22.7M 0.01%
2,523,397
1156
$22.6M 0.01%
+1,483,210
1157
$22.6M 0.01%
530,583
-780,673
1158
$22.5M 0.01%
996,000
1159
$22.5M 0.01%
814,238
+104,774
1160
$22.4M 0.01%
2,303,525
+350,265
1161
$22.4M 0.01%
205,300
+119,377
1162
$22.3M 0.01%
209,120
+36,499
1163
$22.3M 0.01%
1,998,299
+1,120,434
1164
$22.3M 0.01%
1,608,654
+1,593,720
1165
$22.3M 0.01%
465,684
-58,904
1166
$22.2M 0.01%
431,860
-144,425
1167
$22.1M 0.01%
596,827
-175,664
1168
$22.1M 0.01%
+957,314
1169
$22.1M 0.01%
237,266
-25,780
1170
$22.1M 0.01%
750,018
-52,684
1171
$22M 0.01%
205,026
+75,995
1172
$22M 0.01%
1,019,429
-450,408
1173
$21.9M 0.01%
1,566,166
+342,404
1174
$21.9M 0.01%
1,020,377
-350,168
1175
$21.8M 0.01%
1,723,176
+8,404