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
2151
$3.69M ﹤0.01%
272,270
+265,871
2152
$3.69M ﹤0.01%
624,266
+22,651
2153
$3.69M ﹤0.01%
169,213
-2,427
2154
$3.69M ﹤0.01%
169,322
+930
2155
$3.68M ﹤0.01%
234,208
-195,679
2156
$3.67M ﹤0.01%
160,882
+13,057
2157
$3.67M ﹤0.01%
161,607
-56,419
2158
$3.66M ﹤0.01%
546,061
+17,602
2159
$3.66M ﹤0.01%
57,145
-392,506
2160
$3.64M ﹤0.01%
1,401,022
2161
$3.64M ﹤0.01%
96,132
+11,444
2162
$3.63M ﹤0.01%
119,986
-25,001
2163
$3.63M ﹤0.01%
179,268
+10,802
2164
$3.62M ﹤0.01%
135,606
-528,823
2165
$3.6M ﹤0.01%
157,979
-38,889
2166
$3.6M ﹤0.01%
58,048
-1,082
2167
$3.6M ﹤0.01%
223,436
-938,221
2168
$3.6M ﹤0.01%
197,877
-159,794
2169
$3.59M ﹤0.01%
+172,745
2170
$3.58M ﹤0.01%
65,277
-11,565
2171
$3.57M ﹤0.01%
1,513,829
-83,283
2172
$3.57M ﹤0.01%
368,901
+26,655
2173
$3.57M ﹤0.01%
+236,287
2174
$3.57M ﹤0.01%
168,071
+32,253
2175
$3.56M ﹤0.01%
139,145
+127,240