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
2601
$1.31M ﹤0.01%
113,265
+12,200
2602
$1.31M ﹤0.01%
+216,200
2603
$1.31M ﹤0.01%
42,160
+8,607
2604
$1.31M ﹤0.01%
52,076
-7,732
2605
$1.31M ﹤0.01%
72,218
-75,996
2606
$1.31M ﹤0.01%
36,550
-8,672
2607
$1.3M ﹤0.01%
63,656
-703
2608
$1.29M ﹤0.01%
72,278
+56,840
2609
$1.29M ﹤0.01%
+333,599
2610
$1.29M ﹤0.01%
+180,430
2611
$1.29M ﹤0.01%
25,623
+2,334
2612
$1.29M ﹤0.01%
+101,602
2613
$1.28M ﹤0.01%
58,578
-10,443
2614
$1.28M ﹤0.01%
32,212
-36,940
2615
$1.28M ﹤0.01%
33,920
+10,571
2616
$1.28M ﹤0.01%
69,535
-26,385
2617
$1.27M ﹤0.01%
18,181
-1,537
2618
$1.27M ﹤0.01%
78,100
-305,778
2619
$1.26M ﹤0.01%
138,077
-18,493
2620
$1.26M ﹤0.01%
33,041
-43,570
2621
$1.25M ﹤0.01%
64,379
-149,409
2622
$1.24M ﹤0.01%
36,954
-6,405
2623
$1.24M ﹤0.01%
33,310
-56,558
2624
$1.24M ﹤0.01%
23,940
-12,125
2625
$1.23M ﹤0.01%
40,002
-24,622