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
1576
$10.9M ﹤0.01%
573,216
-51,969
1577
$10.9M ﹤0.01%
277,829
-200,411
1578
$10.9M ﹤0.01%
196,152
+110,250
1579
$10.9M ﹤0.01%
737,499
-10,377
1580
$10.9M ﹤0.01%
647,017
+10,273
1581
$10.9M ﹤0.01%
234,915
-37,014
1582
$10.9M ﹤0.01%
296,253
-133,139
1583
$10.9M ﹤0.01%
1,290,434
+548,090
1584
$10.8M ﹤0.01%
69,722
+15,917
1585
$10.8M ﹤0.01%
751,774
-1,130,560
1586
$10.8M ﹤0.01%
222,699
-3,739
1587
$10.7M ﹤0.01%
301,320
+24,734
1588
$10.7M ﹤0.01%
76,470
+27,018
1589
$10.7M ﹤0.01%
981,360
+723,344
1590
$10.7M ﹤0.01%
204,953
+7,905
1591
$10.6M ﹤0.01%
334,385
+225,346
1592
$10.6M ﹤0.01%
466,855
+8,027
1593
$10.6M ﹤0.01%
723,598
+18,276
1594
$10.5M ﹤0.01%
412,148
+117,433
1595
$10.5M ﹤0.01%
88,362
+26,573
1596
$10.5M ﹤0.01%
167,053
+8,194
1597
$10.5M ﹤0.01%
247,004
+178,770
1598
$10.5M ﹤0.01%
569,214
-311,920
1599
$10.4M ﹤0.01%
668,793
-194,978
1600
$10.4M ﹤0.01%
374,610
-17,045