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
2101
$4.87M ﹤0.01%
+520,792
2102
$4.86M ﹤0.01%
95,445
-22,406
2103
$4.86M ﹤0.01%
37,451
+4,571
2104
$4.86M ﹤0.01%
953,323
-72,692
2105
$4.86M ﹤0.01%
12,327
-1,020
2106
$4.86M ﹤0.01%
112,969
-85,398
2107
$4.84M ﹤0.01%
430,209
+211,675
2108
$4.84M ﹤0.01%
52,758
+31,843
2109
$4.83M ﹤0.01%
133,733
+42,339
2110
$4.82M ﹤0.01%
68,988
-4,395
2111
$4.82M ﹤0.01%
312,913
-70,749
2112
$4.82M ﹤0.01%
124,512
-332,699
2113
$4.82M ﹤0.01%
551,990
+331,196
2114
$4.8M ﹤0.01%
79,459
-105,568
2115
$4.78M ﹤0.01%
147,465
+106,989
2116
$4.78M ﹤0.01%
150,101
-5,264
2117
$4.76M ﹤0.01%
152,844
-12,147
2118
$4.76M ﹤0.01%
209,801
-594,903
2119
$4.76M ﹤0.01%
101,303
-97,592
2120
$4.74M ﹤0.01%
72,332
-3,964
2121
$4.71M ﹤0.01%
+267,858
2122
$4.7M ﹤0.01%
102,500
-5,509
2123
$4.7M ﹤0.01%
219,757
+13,274
2124
$4.7M ﹤0.01%
67,678
-13,389
2125
$4.7M ﹤0.01%
151,006
-35,335