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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$19.4M ﹤0.01%
440,693
+83,817
1327
$19.3M ﹤0.01%
256,386
-20,700
1328
$19.3M ﹤0.01%
438,484
-75,632
1329
$19.3M ﹤0.01%
569,780
+522,900
1330
$19.2M ﹤0.01%
954,656
-66,113
1331
$19.1M ﹤0.01%
458,583
-41,863
1332
$19.1M ﹤0.01%
495,040
-129,314
1333
$19.1M ﹤0.01%
868,708
-947,256
1334
$19.1M ﹤0.01%
182,284
-149,444
1335
$19M ﹤0.01%
446,711
+21,158
1336
$18.9M ﹤0.01%
527,971
-45,239
1337
$18.9M ﹤0.01%
838,070
-135,027
1338
$18.9M ﹤0.01%
182,755
-28,170
1339
$18.8M ﹤0.01%
446,396
-295,076
1340
$18.8M ﹤0.01%
481,169
+411,361
1341
$18.8M ﹤0.01%
1,252,338
-361,326
1342
$18.8M ﹤0.01%
286,304
+52,397
1343
$18.7M ﹤0.01%
294,511
+412
1344
$18.7M ﹤0.01%
946,977
-137,667
1345
$18.6M ﹤0.01%
382,599
-263,985
1346
$18.6M ﹤0.01%
298,952
+147,260
1347
$18.6M ﹤0.01%
7,198,097
-1,015,067
1348
$18.5M ﹤0.01%
283,072
+31,092
1349
$18.5M ﹤0.01%
321,777
+107,643
1350
$18.5M ﹤0.01%
2,111,267
-596,719