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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$12.1M ﹤0.01%
194,740
-48,866
1527
$12.1M ﹤0.01%
257,025
-10,040
1528
$12.1M ﹤0.01%
869,101
+823,943
1529
$12.1M ﹤0.01%
116,976
+788
1530
$12.1M ﹤0.01%
925,506
+139,540
1531
$12.1M ﹤0.01%
259,830
-60,764
1532
$12M ﹤0.01%
315,116
-209,079
1533
$12M ﹤0.01%
426,253
-3,961
1534
$12M ﹤0.01%
97,225
+85,366
1535
$12M ﹤0.01%
136,911
+38,240
1536
$12M ﹤0.01%
367,764
-169,741
1537
$11.9M ﹤0.01%
161,171
+36,460
1538
$11.9M ﹤0.01%
219,277
-228,736
1539
$11.9M ﹤0.01%
35,001
-7,144
1540
$11.9M ﹤0.01%
229,930
+102,068
1541
$11.8M ﹤0.01%
641,995
-2,046,811
1542
$11.8M ﹤0.01%
367,274
+111,465
1543
$11.8M ﹤0.01%
586,216
-164,263
1544
$11.7M ﹤0.01%
229,566
+77,677
1545
$11.6M ﹤0.01%
316,142
+3,811
1546
$11.6M ﹤0.01%
180,721
+119,835
1547
$11.6M ﹤0.01%
182,465
-284,301
1548
$11.5M ﹤0.01%
417,787
+18,348
1549
$11.5M ﹤0.01%
639,935
-9,136
1550
$11.5M ﹤0.01%
217,128
+177,214