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
1926
$5.61M ﹤0.01%
170,097
-179,306
1927
$5.61M ﹤0.01%
551,015
-302,607
1928
$5.61M ﹤0.01%
353,095
-195,877
1929
$5.6M ﹤0.01%
787,460
+263,395
1930
$5.6M ﹤0.01%
469,232
-467,906
1931
$5.59M ﹤0.01%
147,192
+15,881
1932
$5.58M ﹤0.01%
98,328
-66,433
1933
$5.58M ﹤0.01%
94,093
-55,307
1934
$5.58M ﹤0.01%
116,251
+61,456
1935
$5.58M ﹤0.01%
127,509
-320,990
1936
$5.58M ﹤0.01%
132,166
-47,526
1937
$5.57M ﹤0.01%
264,509
+78,831
1938
$5.57M ﹤0.01%
204,943
-1,508,660
1939
$5.57M ﹤0.01%
72,645
-6,022
1940
$5.56M ﹤0.01%
94,480
-871
1941
$5.54M ﹤0.01%
186,170
-194,416
1942
$5.54M ﹤0.01%
229,661
-50,428
1943
$5.53M ﹤0.01%
518,673
-1,651,876
1944
$5.52M ﹤0.01%
5,823
-200
1945
$5.51M ﹤0.01%
212,342
+5,540
1946
$5.5M ﹤0.01%
77,697
+22,638
1947
$5.5M ﹤0.01%
125,964
+11,139
1948
$5.47M ﹤0.01%
111,995
+82,271
1949
$5.46M ﹤0.01%
382,954
-16,931
1950
$5.46M ﹤0.01%
710,027
-240,402