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
1776
$7.6M ﹤0.01%
4,777,804
-622,388
1777
$7.58M ﹤0.01%
278,611
+31,121
1778
$7.58M ﹤0.01%
429,518
+416,849
1779
$7.57M ﹤0.01%
232,284
+1,173
1780
$7.55M ﹤0.01%
422,457
+166,503
1781
$7.53M ﹤0.01%
231,325
+226,425
1782
$7.5M ﹤0.01%
73,714
+2,851
1783
$7.48M ﹤0.01%
503,743
-60,660
1784
$7.47M ﹤0.01%
111,528
-142,995
1785
$7.45M ﹤0.01%
211,846
+100,692
1786
$7.43M ﹤0.01%
33,041
-59,999
1787
$7.43M ﹤0.01%
+609,050
1788
$7.42M ﹤0.01%
109,477
+62,599
1789
$7.41M ﹤0.01%
32,378
-779
1790
$7.38M ﹤0.01%
256,426
+20,958
1791
$7.36M ﹤0.01%
519,645
+398,966
1792
$7.36M ﹤0.01%
232,562
+101,969
1793
$7.35M ﹤0.01%
722,472
-19,959
1794
$7.34M ﹤0.01%
232,406
-23,923
1795
$7.34M ﹤0.01%
567,561
+515,038
1796
$7.33M ﹤0.01%
116,126
-51,660
1797
$7.3M ﹤0.01%
158,015
+58,476
1798
$7.29M ﹤0.01%
136,313
-13,092
1799
$7.29M ﹤0.01%
570,445
-84,898
1800
$7.26M ﹤0.01%
182,328
-32,238