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
2626
$1.23M ﹤0.01%
40,002
-24,622
2627
$1.23M ﹤0.01%
9,615
+6,931
2628
$1.23M ﹤0.01%
+103,150
2629
$1.23M ﹤0.01%
29,337
+17,824
2630
$1.22M ﹤0.01%
999,114
+402,195
2631
$1.22M ﹤0.01%
28,414
-48,307
2632
$1.22M ﹤0.01%
15,320
-17,266
2633
$1.22M ﹤0.01%
+80,000
2634
$1.22M ﹤0.01%
51,407
+6,600
2635
$1.21M ﹤0.01%
90,847
-28,588
2636
$1.21M ﹤0.01%
23,194
-125,882
2637
$1.2M ﹤0.01%
5,861
-173
2638
$1.19M ﹤0.01%
78,950
-21,501
2639
$1.19M ﹤0.01%
40,327
-30,265
2640
$1.18M ﹤0.01%
55,084
+31,448
2641
$1.18M ﹤0.01%
48,565
-335
2642
$1.18M ﹤0.01%
34,760
+10,181
2643
$1.18M ﹤0.01%
53,979
+20,518
2644
$1.17M ﹤0.01%
47,118
+5,021
2645
$1.17M ﹤0.01%
64,665
-8,225
2646
$1.17M ﹤0.01%
154,135
+27,974
2647
$1.17M ﹤0.01%
23,916
+16,794
2648
$1.17M ﹤0.01%
15,681
+1,937
2649
$1.16M ﹤0.01%
74,964
+73,632
2650
$1.16M ﹤0.01%
+57,069