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
201
$484M 0.1%
15,142,051
+10,967,079
202
$482M 0.1%
5,408,137
-3,550,901
203
$482M 0.1%
4,319,622
+182,996
204
$478M 0.1%
1,141,963
+17,810
205
$477M 0.1%
4,969,325
-1,188,300
206
$475M 0.1%
16,017,681
+1,667,535
207
$475M 0.1%
2,065,066
-129,013
208
$475M 0.1%
5,191,604
+227,028
209
$470M 0.1%
2,778,695
+882,997
210
$468M 0.1%
5,997,802
-890,595
211
$466M 0.1%
2,539,354
-200,403
212
$464M 0.1%
1,725,512
-825,469
213
$458M 0.1%
3,943,241
-33,823
214
$457M 0.1%
11,425,165
+29,754
215
$457M 0.1%
6,894,618
+367,769
216
$453M 0.1%
4,062,177
+12,932
217
$452M 0.1%
22,224,070
-9,611,190
218
$448M 0.1%
9,009,276
+1,292,048
219
$447M 0.1%
50,069,922
+390,770
220
$446M 0.1%
7,078,916
-2,245,965
221
$445M 0.1%
16,384,633
-2,429,158
222
$442M 0.09%
4,848,217
+1,906,796
223
$442M 0.09%
2,139,682
-1,028,800
224
$440M 0.09%
211,444
-280,592
225
$440M 0.09%
5,322,464
+976,003