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
2101
$4M ﹤0.01%
49,265
+17,609
2102
$3.99M ﹤0.01%
100,538
+61,359
2103
$3.99M ﹤0.01%
146,155
+1,184
2104
$3.99M ﹤0.01%
37,373
-962
2105
$3.98M ﹤0.01%
119,458
-19,743
2106
$3.98M ﹤0.01%
210,712
+87,780
2107
$3.98M ﹤0.01%
17,013
-4,770
2108
$3.96M ﹤0.01%
21,367
-379
2109
$3.96M ﹤0.01%
18,817
+4,117
2110
$3.96M ﹤0.01%
106,451
+52,048
2111
$3.96M ﹤0.01%
96,962
+37,840
2112
$3.95M ﹤0.01%
216,149
+3,010
2113
$3.94M ﹤0.01%
83,796
+11,326
2114
$3.93M ﹤0.01%
156,301
-92,220
2115
$3.93M ﹤0.01%
143,094
+81,070
2116
$3.92M ﹤0.01%
133,724
-9,835
2117
$3.92M ﹤0.01%
151,300
-18,101
2118
$3.91M ﹤0.01%
107,616
+4,723
2119
$3.9M ﹤0.01%
849,336
+297,992
2120
$3.88M ﹤0.01%
77,146
+15,204
2121
$3.88M ﹤0.01%
108,326
-164,445
2122
$3.87M ﹤0.01%
215,713
-27,369
2123
$3.87M ﹤0.01%
87,867
-3,303
2124
$3.85M ﹤0.01%
110,911
+1,795
2125
$3.85M ﹤0.01%
248,371
+121,539