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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$1.02B
3 +$504M
4
TFC icon
Truist Financial
TFC
+$493M
5
ADI icon
Analog Devices
ADI
+$490M

Top Sells

1 +$1.87B
2 +$1.01B
3 +$808M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$798M
5
TSM icon
TSMC
TSM
+$797M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.45%
3 Healthcare 10.78%
4 Financials 10.38%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$960M 0.16%
38,046,000
+1,257,550
127
$960M 0.16%
26,828,333
-1,007,658
128
$959M 0.16%
8,294,542
+2,059,591
129
$957M 0.16%
13,586,259
+2,201,222
130
$956M 0.16%
10,538,948
+2,839,673
131
$956M 0.16%
3,091,687
+43,325
132
$951M 0.16%
29,291,575
+1,506,441
133
$948M 0.16%
12,287,649
+1,837,475
134
$941M 0.16%
8,253,999
-817,108
135
$939M 0.16%
22,128,468
-8,119,282
136
$938M 0.16%
6,822,722
-2,964,369
137
$930M 0.16%
8,522,946
+3,747,476
138
$898M 0.15%
6,086,540
+1,133,244
139
$893M 0.15%
16,483,717
+2,626,468
140
$890M 0.15%
37,490,468
-4,593,471
141
$888M 0.15%
20,852,971
-920,036
142
$887M 0.15%
23,121,798
+987,445
143
$884M 0.15%
6,382,650
-772,356
144
$870M 0.15%
16,869,677
+613,933
145
$869M 0.15%
22,238,915
+535,477
146
$864M 0.15%
7,179,918
+1,039,466
147
$861M 0.14%
11,154,727
+427,629
148
$850M 0.14%
30,351,556
-7,740,548
149
$849M 0.14%
17,726,722
+663,424
150
$845M 0.14%
4,282,781
-3,382,348