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
1701
$8.63M ﹤0.01%
200,616
+197,892
1702
$8.63M ﹤0.01%
1,079,968
-1,783,392
1703
$8.6M ﹤0.01%
195,376
+37,345
1704
$8.59M ﹤0.01%
85,463
+47,399
1705
$8.58M ﹤0.01%
361,582
+24,921
1706
$8.56M ﹤0.01%
127,797
-317,851
1707
$8.54M ﹤0.01%
334,433
-6,827
1708
$8.53M ﹤0.01%
+829,350
1709
$8.53M ﹤0.01%
536,271
-1,381,893
1710
$8.45M ﹤0.01%
230,890
-25,650
1711
$8.44M ﹤0.01%
414,161
+189,486
1712
$8.42M ﹤0.01%
176,425
+23,700
1713
$8.41M ﹤0.01%
237,090
+112,120
1714
$8.41M ﹤0.01%
497,075
-902,075
1715
$8.41M ﹤0.01%
165,129
+34,558
1716
$8.41M ﹤0.01%
532,109
+313,669
1717
$8.39M ﹤0.01%
262,117
-65,108
1718
$8.37M ﹤0.01%
291,172
+664
1719
$8.37M ﹤0.01%
94,571
+76,192
1720
$8.35M ﹤0.01%
443,585
+41,775
1721
$8.34M ﹤0.01%
214,871
-367,553
1722
$8.33M ﹤0.01%
233,610
-28,654
1723
$8.33M ﹤0.01%
529,073
+523,679
1724
$8.3M ﹤0.01%
+457,473
1725
$8.29M ﹤0.01%
369,369
+9,826