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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$5.35M ﹤0.01%
107,751
-13,079
2052
$5.34M ﹤0.01%
9,057
-1,976
2053
$5.34M ﹤0.01%
424,099
-39,657
2054
$5.33M ﹤0.01%
135,020
-32,430
2055
$5.33M ﹤0.01%
51,167
-19,520
2056
$5.31M ﹤0.01%
156,513
+47,395
2057
$5.3M ﹤0.01%
141,878
-334,585
2058
$5.3M ﹤0.01%
164,738
+101,835
2059
$5.29M ﹤0.01%
92,528
+15,066
2060
$5.28M ﹤0.01%
98,067
-57,490
2061
$5.27M ﹤0.01%
48,150
-13,275
2062
$5.26M ﹤0.01%
264,370
+67,484
2063
$5.26M ﹤0.01%
264,781
-68,000
2064
$5.24M ﹤0.01%
57,437
-30,634
2065
$5.22M ﹤0.01%
307,476
+49,240
2066
$5.2M ﹤0.01%
134,351
-491,481
2067
$5.2M ﹤0.01%
169,984
-340,188
2068
$5.19M ﹤0.01%
169,818
+65,695
2069
$5.16M ﹤0.01%
145,001
-107,810
2070
$5.14M ﹤0.01%
271,830
-21,508
2071
$5.12M ﹤0.01%
208,248
+158,065
2072
$5.12M ﹤0.01%
227,864
+47,253
2073
$5.12M ﹤0.01%
153,623
+25,414
2074
$5.11M ﹤0.01%
130,755
+119,303
2075
$5.07M ﹤0.01%
1,690,258
+754,734