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
151
$613M 0.14%
5,404,344
+157,294
152
$613M 0.14%
10,688,182
-4,035,951
153
$610M 0.14%
6,661,063
-46,859
154
$605M 0.14%
4,774,421
+127,405
155
$603M 0.14%
4,671,259
-177,892
156
$601M 0.14%
15,572,418
+12,512,754
157
$586M 0.13%
5,523,764
-762,430
158
$581M 0.13%
1,018,416
+380,824
159
$580M 0.13%
3,332,825
-663,493
160
$579M 0.13%
3,884,597
-7,530
161
$572M 0.13%
3,198,168
-411,790
162
$571M 0.13%
5,225,741
-1,043,894
163
$557M 0.13%
9,728,079
-3,437,613
164
$554M 0.13%
17,219,655
-698,125
165
$552M 0.13%
8,880,991
-190,128
166
$551M 0.13%
7,260,057
+1,588,440
167
$550M 0.13%
10,249,789
-1,352,108
168
$546M 0.12%
6,499,569
-840,448
169
$541M 0.12%
12,061,419
-918,937
170
$539M 0.12%
9,755,480
-1,904,451
171
$536M 0.12%
6,253,885
-1,321,832
172
$535M 0.12%
5,223,282
-167,047
173
$524M 0.12%
4,477,350
-162,639
174
$518M 0.12%
6,746,759
-930,407
175
$518M 0.12%
6,218,242
+777,140