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
1251
$19.9M ﹤0.01%
478,750
-117,443
1252
$19.7M ﹤0.01%
420,037
-14,864
1253
$19.7M ﹤0.01%
742,147
+70,789
1254
$19.6M ﹤0.01%
403,481
-173,150
1255
$19.6M ﹤0.01%
5,624,848
-1,699,265
1256
$19.6M ﹤0.01%
667,875
-589,125
1257
$19.5M ﹤0.01%
671,324
+504,860
1258
$19.5M ﹤0.01%
445,306
+59,660
1259
$19.5M ﹤0.01%
629,836
+14,444
1260
$19.4M ﹤0.01%
5,313,377
+52,904
1261
$19.4M ﹤0.01%
979,761
+238,120
1262
$19.3M ﹤0.01%
47,480
-34,433
1263
$19.3M ﹤0.01%
1,117,105
+300,070
1264
$19.2M ﹤0.01%
374,186
-102,626
1265
$19.2M ﹤0.01%
13,649
-8,128
1266
$19.1M ﹤0.01%
506,356
-32,994
1267
$19M ﹤0.01%
2,601,704
+2,585,258
1268
$19M ﹤0.01%
815,774
-27,054
1269
$19M ﹤0.01%
178,264
+31,770
1270
$19M ﹤0.01%
293,886
-18,129
1271
$18.9M ﹤0.01%
151,187
+50,563
1272
$18.8M ﹤0.01%
179,865
+9,935
1273
$18.8M ﹤0.01%
+1,175,436
1274
$18.8M ﹤0.01%
190,292
+11,034
1275
$18.8M ﹤0.01%
2,495,392
-175,010