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
2076
$4.28M ﹤0.01%
140,471
-119,217
2077
$4.28M ﹤0.01%
616,103
+15,816
2078
$4.27M ﹤0.01%
79,222
+2,211
2079
$4.26M ﹤0.01%
345,139
+243,008
2080
$4.25M ﹤0.01%
136,535
-30,131
2081
$4.25M ﹤0.01%
340,408
-5,854
2082
$4.24M ﹤0.01%
274,575
+184,775
2083
$4.24M ﹤0.01%
428,922
+380,992
2084
$4.23M ﹤0.01%
78,643
-1,424
2085
$4.23M ﹤0.01%
65,431
-129,785
2086
$4.23M ﹤0.01%
69,235
-1,452,929
2087
$4.22M ﹤0.01%
10,059
-7,069
2088
$4.21M ﹤0.01%
360,134
+220,082
2089
$4.19M ﹤0.01%
302,225
+26,781
2090
$4.17M ﹤0.01%
171,464
+29,014
2091
$4.17M ﹤0.01%
969,882
+166,875
2092
$4.16M ﹤0.01%
264,323
-81,743
2093
$4.13M ﹤0.01%
140,837
+22,514
2094
$4.13M ﹤0.01%
116,514
+32,001
2095
$4.11M ﹤0.01%
743,974
-1,012,809
2096
$4.11M ﹤0.01%
1,199,462
+1,016,638
2097
$4.11M ﹤0.01%
131,760
-164,906
2098
$4.11M ﹤0.01%
38,832
+10,318
2099
$4.1M ﹤0.01%
237,876
+136,301
2100
$4.1M ﹤0.01%
149,549
+134,399