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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$9.33M ﹤0.01%
543,774
-166,741
1727
$9.32M ﹤0.01%
477,481
-12,973
1728
$9.28M ﹤0.01%
37,117
-7,482
1729
$9.26M ﹤0.01%
234,780
+59,387
1730
$9.26M ﹤0.01%
246,567
-3,271,933
1731
$9.26M ﹤0.01%
350,994
-166,956
1732
$9.26M ﹤0.01%
466,454
+321,735
1733
$9.23M ﹤0.01%
239,619
+51,737
1734
$9.23M ﹤0.01%
230,170
+10,056
1735
$9.22M ﹤0.01%
200,080
-644,760
1736
$9.22M ﹤0.01%
157,682
-47,554
1737
$9.2M ﹤0.01%
818,018
+467,555
1738
$9.16M ﹤0.01%
338,578
-742,142
1739
$9.15M ﹤0.01%
91,789
+76,885
1740
$9.15M ﹤0.01%
347,014
+8,052
1741
$9.1M ﹤0.01%
199,885
-83,605
1742
$9.1M ﹤0.01%
185,070
+15,069
1743
$9.1M ﹤0.01%
735,975
-33,655
1744
$9.08M ﹤0.01%
943,297
+207,282
1745
$9.03M ﹤0.01%
638,564
-831,744
1746
$9.03M ﹤0.01%
90,573
-8,493
1747
$9M ﹤0.01%
125,737
-6,420
1748
$8.96M ﹤0.01%
47,416
-22,278
1749
$8.93M ﹤0.01%
459,229
+81,430
1750
$8.92M ﹤0.01%
441,149
-39,794