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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$10.4M ﹤0.01%
576,147
+236,102
1677
$10.4M ﹤0.01%
196,333
+20,311
1678
$10.4M ﹤0.01%
381,249
+31,533
1679
$10.4M ﹤0.01%
470,097
+328,416
1680
$10.4M ﹤0.01%
274,180
+101,804
1681
$10.4M ﹤0.01%
55,310
+8,872
1682
$10.3M ﹤0.01%
412,599
-215,084
1683
$10.3M ﹤0.01%
384,293
+11,748
1684
$10.3M ﹤0.01%
256,396
-268,186
1685
$10.3M ﹤0.01%
966,436
+412,052
1686
$10.3M ﹤0.01%
154,193
+52,576
1687
$10.3M ﹤0.01%
1,301,397
+491,771
1688
$10.3M ﹤0.01%
+538,597
1689
$10.3M ﹤0.01%
473,547
-467,430
1690
$10.2M ﹤0.01%
365,756
+220,428
1691
$10.2M ﹤0.01%
170,977
-44,668
1692
$10.2M ﹤0.01%
299,812
-56,513
1693
$10.2M ﹤0.01%
590,533
-51,695
1694
$10.2M ﹤0.01%
383,937
+144,872
1695
$10.2M ﹤0.01%
284,902
-7,061
1696
$10.1M ﹤0.01%
442,886
-100,894
1697
$10.1M ﹤0.01%
321,320
+64,326
1698
$10.1M ﹤0.01%
85,256
-225
1699
$10.1M ﹤0.01%
191,237
+44,040
1700
$9.95M ﹤0.01%
3,506
-1,364