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
1426
$16.4M ﹤0.01%
966,826
+538,039
1427
$16.4M ﹤0.01%
333,613
+226,325
1428
$16.4M ﹤0.01%
847,403
-1,710,801
1429
$16.4M ﹤0.01%
608,967
+143,894
1430
$16.3M ﹤0.01%
158,442
+32,821
1431
$16.3M ﹤0.01%
1,064,803
+426,299
1432
$16.3M ﹤0.01%
487,115
+87,884
1433
$16.3M ﹤0.01%
360,137
+10,597
1434
$16.2M ﹤0.01%
131,206
-43,663
1435
$16.2M ﹤0.01%
1,230,426
-417,887
1436
$16.2M ﹤0.01%
610,878
-538,867
1437
$16.1M ﹤0.01%
53,299
-2,225
1438
$16.1M ﹤0.01%
1,188,382
+162,117
1439
$16.1M ﹤0.01%
531,049
-73,732
1440
$16.1M ﹤0.01%
621,050
-1,205,903
1441
$16M ﹤0.01%
320,593
+26,918
1442
$16M ﹤0.01%
453,522
-1,511,041
1443
$16M ﹤0.01%
420,343
-135
1444
$15.9M ﹤0.01%
678,714
+324,608
1445
$15.9M ﹤0.01%
844,482
+156,918
1446
$15.8M ﹤0.01%
300,270
+300,000
1447
$15.7M ﹤0.01%
277,037
+110,616
1448
$15.7M ﹤0.01%
285,639
+25,373
1449
$15.6M ﹤0.01%
884,198
-55,457
1450
$15.6M ﹤0.01%
557,123
+24,313