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
1601
$9.83M ﹤0.01%
611,841
+226,673
1602
$9.82M ﹤0.01%
304,970
+70,057
1603
$9.74M ﹤0.01%
117,447
-89,114
1604
$9.72M ﹤0.01%
273,288
+63,538
1605
$9.72M ﹤0.01%
717,617
-73,161
1606
$9.71M ﹤0.01%
662,246
+272,315
1607
$9.7M ﹤0.01%
587,292
-464,385
1608
$9.69M ﹤0.01%
116,968
+66,421
1609
$9.68M ﹤0.01%
293,473
-186,116
1610
$9.67M ﹤0.01%
508,837
-721,843
1611
$9.65M ﹤0.01%
64,018
+10,659
1612
$9.65M ﹤0.01%
467,459
-21,758
1613
$9.64M ﹤0.01%
144,524
-71,841
1614
$9.61M ﹤0.01%
1,311,161
+119,550
1615
$9.61M ﹤0.01%
2,431
-1,883
1616
$9.57M ﹤0.01%
297,711
+18,426
1617
$9.57M ﹤0.01%
265,083
-169,723
1618
$9.57M ﹤0.01%
617,289
-403,797
1619
$9.57M ﹤0.01%
365,089
+147,491
1620
$9.56M ﹤0.01%
152,098
+77,087
1621
$9.55M ﹤0.01%
134,558
+3,142
1622
$9.55M ﹤0.01%
212,975
+43,323
1623
$9.51M ﹤0.01%
1,049,550
-1,121,181
1624
$9.48M ﹤0.01%
208,072
+63,101
1625
$9.48M ﹤0.01%
405,331
+133,684