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
1451
$12.9M ﹤0.01%
458,306
-32,782
1452
$12.9M ﹤0.01%
799,940
-1,866,282
1453
$12.9M ﹤0.01%
485,200
-56,540
1454
$12.8M ﹤0.01%
713,058
+406,706
1455
$12.8M ﹤0.01%
409,643
-429,500
1456
$12.8M ﹤0.01%
132,394
-4,571
1457
$12.7M ﹤0.01%
839,736
+28,124
1458
$12.7M ﹤0.01%
1,007,685
+3,981
1459
$12.6M ﹤0.01%
934,468
+137,702
1460
$12.6M ﹤0.01%
60,930
-20,084
1461
$12.6M ﹤0.01%
78,518
-16,437
1462
$12.5M ﹤0.01%
237,151
-181,430
1463
$12.5M ﹤0.01%
197,817
-86,151
1464
$12.5M ﹤0.01%
319,341
+231,667
1465
$12.5M ﹤0.01%
2,081,134
+30,611
1466
$12.5M ﹤0.01%
121,082
-28,837
1467
$12.5M ﹤0.01%
980,531
-1,696,678
1468
$12.4M ﹤0.01%
152,665
-134,704
1469
$12.4M ﹤0.01%
186,139
+96,247
1470
$12.4M ﹤0.01%
345,232
-369,108
1471
$12.4M ﹤0.01%
622,687
-106,287
1472
$12.3M ﹤0.01%
291,273
+64,526
1473
$12.3M ﹤0.01%
471,422
-372,054
1474
$12.3M ﹤0.01%
405,565
+22,349
1475
$12.3M ﹤0.01%
329,798
+113,883