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
1726
$8.29M ﹤0.01%
118,712
-90,144
1727
$8.29M ﹤0.01%
98,229
-79,263
1728
$8.28M ﹤0.01%
117,901
+45,467
1729
$8.24M ﹤0.01%
843,710
-1,301,818
1730
$8.19M ﹤0.01%
244,925
-23,299
1731
$8.19M ﹤0.01%
427,034
+14,754
1732
$8.19M ﹤0.01%
295,042
+33,664
1733
$8.18M ﹤0.01%
454,255
-25,362
1734
$8.14M ﹤0.01%
473,075
-97,513
1735
$8.09M ﹤0.01%
101,433
-2,204,950
1736
$8.06M ﹤0.01%
414,355
+15,555
1737
$8.05M ﹤0.01%
457,674
-190,759
1738
$8.05M ﹤0.01%
320,697
+15,611
1739
$8.05M ﹤0.01%
241,669
-17,879
1740
$8.04M ﹤0.01%
319,097
-71,117
1741
$8.03M ﹤0.01%
111,370
+41,034
1742
$8.01M ﹤0.01%
+1,089,173
1743
$7.99M ﹤0.01%
114,344
+6,252
1744
$7.97M ﹤0.01%
289,979
-389,768
1745
$7.92M ﹤0.01%
365,199
+25,104
1746
$7.91M ﹤0.01%
202,448
-22,468
1747
$7.9M ﹤0.01%
1,158,717
1748
$7.9M ﹤0.01%
649,871
+35,612
1749
$7.9M ﹤0.01%
1,435,888
-160,011
1750
$7.9M ﹤0.01%
675,835
+164,059