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
1676
$8.88M ﹤0.01%
133,151
-106,484
1677
$8.84M ﹤0.01%
779,632
-56,724
1678
$8.82M ﹤0.01%
207,726
-917,004
1679
$8.79M ﹤0.01%
236,683
+32,094
1680
$8.78M ﹤0.01%
421,762
-234,995
1681
$8.76M ﹤0.01%
977,200
+206,496
1682
$8.76M ﹤0.01%
559,436
-422,770
1683
$8.74M ﹤0.01%
545,702
-204,143
1684
$8.74M ﹤0.01%
57,310
+44,109
1685
$8.73M ﹤0.01%
91,788
+72,288
1686
$8.73M ﹤0.01%
733,391
+28,422
1687
$8.72M ﹤0.01%
238,205
+119,122
1688
$8.72M ﹤0.01%
394,591
+34,780
1689
$8.66M ﹤0.01%
424,396
-704,345
1690
$8.66M ﹤0.01%
130,483
-31,753
1691
$8.66M ﹤0.01%
209,876
-152
1692
$8.63M ﹤0.01%
128,299
+8,073
1693
$8.6M ﹤0.01%
108,276
+11,868
1694
$8.6M ﹤0.01%
63,685
+16,210
1695
$8.59M ﹤0.01%
587,194
+389,750
1696
$8.58M ﹤0.01%
896,080
-80,376
1697
$8.58M ﹤0.01%
732,103
-1,840,066
1698
$8.53M ﹤0.01%
9,946
+683
1699
$8.52M ﹤0.01%
3,580,946
-1,483,420
1700
$8.51M ﹤0.01%
196,099
+48,769