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
1776
$7.18M ﹤0.01%
271,483
-108,683
1777
$7.17M ﹤0.01%
337,306
-12,128
1778
$7.17M ﹤0.01%
91,611
+64,145
1779
$7.17M ﹤0.01%
195,745
+13,079
1780
$7.13M ﹤0.01%
331,090
+554
1781
$7.12M ﹤0.01%
176,916
-7,029
1782
$7.12M ﹤0.01%
282,282
-1,673,690
1783
$7.11M ﹤0.01%
321,465
+141,609
1784
$7.11M ﹤0.01%
626,506
-1,037,717
1785
$7.08M ﹤0.01%
377,742
-147,238
1786
$7.07M ﹤0.01%
272,172
+167,833
1787
$7.05M ﹤0.01%
11,014
-2,057
1788
$7.05M ﹤0.01%
441,042
+415,264
1789
$7.05M ﹤0.01%
48,764
-7,513
1790
$7.04M ﹤0.01%
379,950
+125,972
1791
$7.04M ﹤0.01%
59,756
+44,100
1792
$7.04M ﹤0.01%
377,783
-331,415
1793
$7.03M ﹤0.01%
160,801
-72,869
1794
$7.02M ﹤0.01%
119,895
+12,708
1795
$7.02M ﹤0.01%
220,278
+30,500
1796
$7.01M ﹤0.01%
160,346
-97,717
1797
$7.01M ﹤0.01%
109,158
+26,059
1798
$7M ﹤0.01%
1,135,557
-400,109
1799
$6.99M ﹤0.01%
341,291
+76,066
1800
$6.96M ﹤0.01%
336,736
-554,354