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
2126
$3.92M ﹤0.01%
108,475
+15,800
2127
$3.92M ﹤0.01%
105,581
-62,117
2128
$3.92M ﹤0.01%
315,391
+19,630
2129
$3.91M ﹤0.01%
384,572
-100,136
2130
$3.91M ﹤0.01%
50,705
-26,687
2131
$3.88M ﹤0.01%
235,049
+90,117
2132
$3.87M ﹤0.01%
142,889
-185,437
2133
$3.87M ﹤0.01%
89,857
+71,081
2134
$3.87M ﹤0.01%
168,064
+35,817
2135
$3.87M ﹤0.01%
117,790
-30,250
2136
$3.86M ﹤0.01%
687,462
+26,818
2137
$3.85M ﹤0.01%
53,191
+44,378
2138
$3.84M ﹤0.01%
189,160
+188,455
2139
$3.84M ﹤0.01%
186,661
-313,976
2140
$3.84M ﹤0.01%
2,056
-51
2141
$3.84M ﹤0.01%
92,573
+10,743
2142
$3.79M ﹤0.01%
106,290
+8,731
2143
$3.75M ﹤0.01%
71,126
+244
2144
$3.74M ﹤0.01%
262,914
+3,904
2145
$3.73M ﹤0.01%
674,480
+614,788
2146
$3.73M ﹤0.01%
567,353
-28,708
2147
$3.72M ﹤0.01%
431,763
-94,016
2148
$3.72M ﹤0.01%
449,720
-80,355
2149
$3.72M ﹤0.01%
90,304
+5,219
2150
$3.71M ﹤0.01%
68,544
+21,792