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
2601
$1.7M ﹤0.01%
256,332
-13,854
2602
$1.7M ﹤0.01%
288,722
-400,255
2603
$1.69M ﹤0.01%
27,630
-799
2604
$1.68M ﹤0.01%
50,243
-19,696
2605
$1.68M ﹤0.01%
13,257
+11,916
2606
$1.68M ﹤0.01%
79,925
+18,263
2607
$1.68M ﹤0.01%
26,312
-22
2608
$1.68M ﹤0.01%
103,591
+5,097
2609
$1.67M ﹤0.01%
59,433
-6,698
2610
$1.66M ﹤0.01%
81,391
-64,912
2611
$1.64M ﹤0.01%
82,761
-509,893
2612
$1.64M ﹤0.01%
852,559
+22,462
2613
$1.64M ﹤0.01%
210,403
+79,417
2614
$1.64M ﹤0.01%
150,069
+48,528
2615
$1.63M ﹤0.01%
144,279
-8,076
2616
$1.63M ﹤0.01%
102,644
+4,831
2617
$1.63M ﹤0.01%
317,946
-19,164
2618
$1.63M ﹤0.01%
33,215
+2,759
2619
$1.61M ﹤0.01%
167,991
-5,224,619
2620
$1.61M ﹤0.01%
27,556
-94,816
2621
$1.61M ﹤0.01%
145,251
-31,977
2622
$1.6M ﹤0.01%
150,164
-115,666
2623
$1.6M ﹤0.01%
103,296
+87,607
2624
$1.6M ﹤0.01%
24,369
+962
2625
$1.6M ﹤0.01%
56,106
+25,330