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
1201
$21.9M 0.01%
+958,608
1202
$21.8M 0.01%
1,163,461
+276,734
1203
$21.8M 0.01%
534,986
+405,095
1204
$21.8M 0.01%
672,188
-51,725
1205
$21.7M 0.01%
1,213,859
+69,765
1206
$21.6M ﹤0.01%
409,596
+287,041
1207
$21.6M ﹤0.01%
1,268,536
-227,942
1208
$21.5M ﹤0.01%
573,376
+66,712
1209
$21.4M ﹤0.01%
987,235
+596,868
1210
$21.4M ﹤0.01%
115,456
+54,328
1211
$21.4M ﹤0.01%
446,074
-1,630,389
1212
$21.4M ﹤0.01%
614,297
-300,886
1213
$21.3M ﹤0.01%
1,117,991
+620,801
1214
$21.3M ﹤0.01%
440,906
-5,398
1215
$21.2M ﹤0.01%
197,867
-156,627
1216
$21.2M ﹤0.01%
961,939
-648,964
1217
$21.2M ﹤0.01%
780,486
-444,659
1218
$21.2M ﹤0.01%
1,392,027
+627,720
1219
$21.2M ﹤0.01%
1,253,393
-39,368
1220
$21.1M ﹤0.01%
738,169
+737,839
1221
$21.1M ﹤0.01%
1,314,064
-120,050
1222
$21M ﹤0.01%
1,507,613
+1,165,641
1223
$21M ﹤0.01%
1,290,043
+591,961
1224
$21M ﹤0.01%
305,902
-66,271
1225
$21M ﹤0.01%
521,725
+104,012