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
2051
$4.39M ﹤0.01%
54,800
+2,400
2052
$4.37M ﹤0.01%
170,824
-551
2053
$4.37M ﹤0.01%
313,300
+76,064
2054
$4.37M ﹤0.01%
+111,264
2055
$4.36M ﹤0.01%
173,576
+90,463
2056
$4.34M ﹤0.01%
191,091
-399,517
2057
$4.34M ﹤0.01%
+162,942
2058
$4.34M ﹤0.01%
64,820
+17,099
2059
$4.33M ﹤0.01%
110,592
+110,028
2060
$4.33M ﹤0.01%
156,500
-62,367
2061
$4.33M ﹤0.01%
+134,030
2062
$4.31M ﹤0.01%
97,873
-7,238
2063
$4.31M ﹤0.01%
25,553
-38,997
2064
$4.29M ﹤0.01%
357,247
+296,510
2065
$4.28M ﹤0.01%
86,651
-305,952
2066
$4.28M ﹤0.01%
140,028
+25,914
2067
$4.28M ﹤0.01%
97,072
+94,017
2068
$4.26M ﹤0.01%
123,475
+35,971
2069
$4.26M ﹤0.01%
84,665
-41,030
2070
$4.25M ﹤0.01%
209,649
-4,455
2071
$4.24M ﹤0.01%
74,470
+55,059
2072
$4.24M ﹤0.01%
1,536,300
+1,456,830
2073
$4.24M ﹤0.01%
179,406
+138,750
2074
$4.22M ﹤0.01%
+316,750
2075
$4.21M ﹤0.01%
87,129
-8,138