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
1701
$8.48M ﹤0.01%
59,616
+29,287
1702
$8.47M ﹤0.01%
460,640
-94,942
1703
$8.43M ﹤0.01%
73,409
+10,621
1704
$8.42M ﹤0.01%
439,417
+41,561
1705
$8.39M ﹤0.01%
275,947
+91,460
1706
$8.39M ﹤0.01%
165,172
+17,723
1707
$8.39M ﹤0.01%
398,885
-143,778
1708
$8.37M ﹤0.01%
20,319
-2,083
1709
$8.37M ﹤0.01%
372,316
-430,405
1710
$8.36M ﹤0.01%
101,236
-6,811
1711
$8.31M ﹤0.01%
262,945
-396,834
1712
$8.3M ﹤0.01%
152,349
+23,790
1713
$8.28M ﹤0.01%
260,229
-70,223
1714
$8.27M ﹤0.01%
89,941
-30,249
1715
$8.25M ﹤0.01%
611,007
+1,574
1716
$8.24M ﹤0.01%
415,801
+78,032
1717
$8.23M ﹤0.01%
114,299
-6,277
1718
$8.21M ﹤0.01%
216,373
+57,746
1719
$8.21M ﹤0.01%
73,632
-16,288
1720
$8.18M ﹤0.01%
296,546
-192,998
1721
$8.18M ﹤0.01%
404,107
-131,451
1722
$8.17M ﹤0.01%
208,029
+87,762
1723
$8.13M ﹤0.01%
357,312
-4,775
1724
$8.08M ﹤0.01%
804,022
+672,127
1725
$8.05M ﹤0.01%
397,172
+225,914