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
2651
$1.16M ﹤0.01%
32,757
+11,535
2652
$1.16M ﹤0.01%
115,320
-7,396
2653
$1.16M ﹤0.01%
22,401
-4,671
2654
$1.15M ﹤0.01%
104,926
-4,843
2655
$1.15M ﹤0.01%
83,850
+1,847
2656
$1.14M ﹤0.01%
43,114
+3,694
2657
$1.14M ﹤0.01%
13,972
-3,101
2658
$1.12M ﹤0.01%
13,907
+12,127
2659
$1.12M ﹤0.01%
132,663
-146,047
2660
$1.11M ﹤0.01%
56,549
+56,049
2661
$1.11M ﹤0.01%
35,012
2662
$1.11M ﹤0.01%
30,276
-6,414
2663
$1.1M ﹤0.01%
81,195
+3,534
2664
$1.1M ﹤0.01%
52,058
+13,632
2665
$1.1M ﹤0.01%
17,618
-1,402
2666
$1.1M ﹤0.01%
29,978
+19,657
2667
$1.1M ﹤0.01%
75,193
+57,260
2668
$1.09M ﹤0.01%
104,730
+89,614
2669
$1.09M ﹤0.01%
2,826
-1,009
2670
$1.09M ﹤0.01%
10,884
+678
2671
$1.09M ﹤0.01%
34,082
-22,824
2672
$1.08M ﹤0.01%
142,782
+119,201
2673
$1.08M ﹤0.01%
26,964
-8,325
2674
$1.08M ﹤0.01%
33,450
+14,245
2675
$1.08M ﹤0.01%
17,015
+2,987