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
1376
$15M ﹤0.01%
78,565
-50,129
1377
$14.9M ﹤0.01%
725,803
-277,498
1378
$14.9M ﹤0.01%
183,022
+124,492
1379
$14.9M ﹤0.01%
850,224
-443,615
1380
$14.9M ﹤0.01%
979,676
-62,708
1381
$14.9M ﹤0.01%
212,339
-12,408
1382
$14.8M ﹤0.01%
2,258,719
-54,621
1383
$14.8M ﹤0.01%
288,285
-11,951
1384
$14.8M ﹤0.01%
373,413
-46,428
1385
$14.8M ﹤0.01%
310,153
-1,001,194
1386
$14.7M ﹤0.01%
518,197
+154,362
1387
$14.7M ﹤0.01%
254,066
+129,754
1388
$14.6M ﹤0.01%
170,762
-10,804
1389
$14.6M ﹤0.01%
274,847
-168,869
1390
$14.6M ﹤0.01%
413,795
-153,442
1391
$14.6M ﹤0.01%
204,728
+5,038
1392
$14.6M ﹤0.01%
460,334
+420,328
1393
$14.5M ﹤0.01%
690,595
-67,073
1394
$14.5M ﹤0.01%
162,069
-189,098
1395
$14.5M ﹤0.01%
1,566,000
1396
$14.5M ﹤0.01%
208,919
+22,837
1397
$14.4M ﹤0.01%
254,591
-2,035
1398
$14.4M ﹤0.01%
225,670
-81,592
1399
$14.4M ﹤0.01%
154,453
+29,504
1400
$14.3M ﹤0.01%
566,251
-16,377