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
2651
$1.52M ﹤0.01%
325,350
-534,835
2652
$1.52M ﹤0.01%
15,612
+9,770
2653
$1.52M ﹤0.01%
42,007
+976
2654
$1.52M ﹤0.01%
73,894
+61,982
2655
$1.52M ﹤0.01%
4,475
-461
2656
$1.52M ﹤0.01%
57,047
-59,000
2657
$1.51M ﹤0.01%
36,328
-222,469
2658
$1.51M ﹤0.01%
38,505
+5,423
2659
$1.51M ﹤0.01%
33,587
-67,749
2660
$1.51M ﹤0.01%
55,284
-27,101
2661
$1.5M ﹤0.01%
37,314
-21,762
2662
$1.5M ﹤0.01%
229,807
+127,065
2663
$1.5M ﹤0.01%
+94,517
2664
$1.5M ﹤0.01%
48,405
+14,323
2665
$1.49M ﹤0.01%
34,693
+33,333
2666
$1.49M ﹤0.01%
25,734
+2,239
2667
$1.49M ﹤0.01%
525,009
-1,192,396
2668
$1.48M ﹤0.01%
35,801
+15,499
2669
$1.48M ﹤0.01%
51,757
-268,726
2670
$1.47M ﹤0.01%
193,540
+113,349
2671
$1.47M ﹤0.01%
54,593
-16,367
2672
$1.47M ﹤0.01%
10,470
-48,914
2673
$1.47M ﹤0.01%
40,003
-23,059
2674
$1.47M ﹤0.01%
94,778
+40,611
2675
$1.46M ﹤0.01%
142,862
-14,935