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
1901
$5.9M ﹤0.01%
371,496
+190,668
1902
$5.88M ﹤0.01%
2,171,564
+67,125
1903
$5.88M ﹤0.01%
135,896
-90,752
1904
$5.87M ﹤0.01%
179,521
+59,626
1905
$5.86M ﹤0.01%
219,371
-122,865
1906
$5.83M ﹤0.01%
134,538
-82,433
1907
$5.81M ﹤0.01%
1,997,877
+1,690,208
1908
$5.81M ﹤0.01%
+88,336
1909
$5.8M ﹤0.01%
678,221
+16,653
1910
$5.8M ﹤0.01%
1,840,754
+525,593
1911
$5.79M ﹤0.01%
377,582
-771,332
1912
$5.79M ﹤0.01%
131,852
-50,358
1913
$5.77M ﹤0.01%
531,406
-77,076
1914
$5.76M ﹤0.01%
174,636
-119,413
1915
$5.75M ﹤0.01%
115,578
+113,578
1916
$5.75M ﹤0.01%
182,078
-52,005
1917
$5.75M ﹤0.01%
234,449
+20,731
1918
$5.73M ﹤0.01%
181,004
-590,154
1919
$5.67M ﹤0.01%
132,568
+53,714
1920
$5.67M ﹤0.01%
134,208
+131,822
1921
$5.66M ﹤0.01%
547,862
-363,633
1922
$5.66M ﹤0.01%
394,700
+7,928
1923
$5.64M ﹤0.01%
364,360
+13,038
1924
$5.62M ﹤0.01%
454,750
-2,250
1925
$5.62M ﹤0.01%
75,479
-3,050