JP Morgan Chase

JP Morgan Chase 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
2526
$1.58M ﹤0.01%
50,868
+27,155
2527
$1.58M ﹤0.01%
38,660
+38,583
2528
$1.57M ﹤0.01%
128,924
-913,874
2529
$1.57M ﹤0.01%
19,290
-504
2530
$1.57M ﹤0.01%
52,988
+9,966
2531
$1.57M ﹤0.01%
23,877
-31,975
2532
$1.57M ﹤0.01%
31,219
-3,606
2533
$1.56M ﹤0.01%
71,772
-128,537
2534
$1.55M ﹤0.01%
35,636
+3,260
2535
$1.55M ﹤0.01%
20,662
-17,353
2536
$1.54M ﹤0.01%
31,788
+6,704
2537
$1.54M ﹤0.01%
56,325
+16,425
2538
$1.54M ﹤0.01%
80,875
+74,975
2539
$1.53M ﹤0.01%
14,938
+1,237
2540
$1.52M ﹤0.01%
40,213
+10,798
2541
$1.52M ﹤0.01%
14,000
-13,091
2542
$1.52M ﹤0.01%
11,693
-9,159
2543
$1.51M ﹤0.01%
94,439
-3,475
2544
$1.51M ﹤0.01%
76,835
+68,946
2545
$1.51M ﹤0.01%
35,286
-1,837
2546
$1.5M ﹤0.01%
97,728
+6,181
2547
$1.5M ﹤0.01%
29,361
+18,445
2548
$1.49M ﹤0.01%
35,328
-47,390
2549
$1.49M ﹤0.01%
64,489
-30,790
2550
$1.49M ﹤0.01%
105,389
-1,082