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
$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
2526
$1.93M ﹤0.01%
32,189
-8,148
2527
$1.92M ﹤0.01%
10,656
-252
2528
$1.92M ﹤0.01%
37,947
+20,461
2529
$1.92M ﹤0.01%
7,069
+172
2530
$1.92M ﹤0.01%
130,595
+89,276
2531
$1.91M ﹤0.01%
28,937
-15,470
2532
$1.91M ﹤0.01%
196,255
-159,634
2533
$1.91M ﹤0.01%
149,615
+19,910
2534
$1.91M ﹤0.01%
74,860
+58,053
2535
$1.91M ﹤0.01%
123,368
-21,632
2536
$1.91M ﹤0.01%
52,044
-69,495
2537
$1.9M ﹤0.01%
31,793
+14,000
2538
$1.9M ﹤0.01%
47,149
-29,086
2539
$1.89M ﹤0.01%
124,772
+1,346
2540
$1.88M ﹤0.01%
178,628
-154,344
2541
$1.87M ﹤0.01%
26,378
-53,683
2542
$1.87M ﹤0.01%
149,138
-37,693
2543
$1.86M ﹤0.01%
88,094
+19,929
2544
$1.86M ﹤0.01%
85,401
+24,277
2545
$1.86M ﹤0.01%
28,708
-8,545
2546
$1.85M ﹤0.01%
79,824
+26,669
2547
$1.85M ﹤0.01%
6,075
+501
2548
$1.84M ﹤0.01%
174,007
+28,542
2549
$1.84M ﹤0.01%
118,878
-45,387
2550
$1.84M ﹤0.01%
162,705
+67,821