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
151
$600M 0.14%
5,867,038
+1,177,280
152
$596M 0.14%
8,402,112
-425,303
153
$592M 0.14%
14,333,680
+7,159,531
154
$585M 0.14%
9,991,515
+2,777,488
155
$581M 0.13%
2,619,139
+109,755
156
$579M 0.13%
7,094,339
-816,999
157
$568M 0.13%
5,810,845
+3,498,099
158
$568M 0.13%
12,569,273
-1,418,104
159
$565M 0.13%
11,992,466
+3,827,925
160
$558M 0.13%
14,158,871
-11,422,577
161
$558M 0.13%
16,813,305
+2,669,967
162
$557M 0.13%
8,116,282
-5,936,333
163
$557M 0.13%
3,317,175
-142,896
164
$552M 0.13%
10,765,890
-1,153,621
165
$551M 0.13%
7,620,987
-958,513
166
$548M 0.13%
5,253,921
+2,676,908
167
$535M 0.12%
6,151,550
-346,681
168
$532M 0.12%
5,760,577
+134,368
169
$531M 0.12%
26,232,192
-4,114,160
170
$531M 0.12%
5,421,888
+4,700,605
171
$529M 0.12%
17,810,113
+823,364
172
$529M 0.12%
5,531,174
+466,738
173
$528M 0.12%
5,123,562
+603,032
174
$517M 0.12%
9,564,594
-874,634
175
$516M 0.12%
5,599,891
-1,530,738