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
1926
$5.81M ﹤0.01%
206,761
+161,950
1927
$5.81M ﹤0.01%
46,945
+6,966
1928
$5.8M ﹤0.01%
4,266
-1,151
1929
$5.79M ﹤0.01%
312,625
+11,055
1930
$5.79M ﹤0.01%
89,421
-262,754
1931
$5.78M ﹤0.01%
104,299
-396,325
1932
$5.77M ﹤0.01%
47,079
-6,212
1933
$5.76M ﹤0.01%
34,465
-206
1934
$5.7M ﹤0.01%
224,281
-24,155
1935
$5.68M ﹤0.01%
210,220
-3,685
1936
$5.67M ﹤0.01%
25,032
+15,374
1937
$5.66M ﹤0.01%
178,248
+176,423
1938
$5.65M ﹤0.01%
469,020
-1,590
1939
$5.65M ﹤0.01%
98,587
-276,202
1940
$5.63M ﹤0.01%
10,171
+540
1941
$5.63M ﹤0.01%
692,789
+240,997
1942
$5.59M ﹤0.01%
771,221
-260,737
1943
$5.58M ﹤0.01%
574,242
-93,982
1944
$5.56M ﹤0.01%
81,374
-32,659
1945
$5.56M ﹤0.01%
159,164
-10,908
1946
$5.56M ﹤0.01%
104,730
-53,860
1947
$5.54M ﹤0.01%
64,709
-4,633
1948
$5.54M ﹤0.01%
326,450
+325,950
1949
$5.53M ﹤0.01%
147,149
+128,215
1950
$5.5M ﹤0.01%
314,550
-9,250