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
2701
$1.01M ﹤0.01%
31,994
-6,054
2702
$1.01M ﹤0.01%
37,182
+279
2703
$1.01M ﹤0.01%
41,063
-20,867
2704
$1M ﹤0.01%
39,670
-66,026
2705
$1M ﹤0.01%
1,529
-1,174
2706
$996K ﹤0.01%
20,655
+8,035
2707
$993K ﹤0.01%
84,378
-18,620
2708
$991K ﹤0.01%
35,372
-4,002
2709
$987K ﹤0.01%
15,522
-990
2710
$986K ﹤0.01%
64,683
+48,216
2711
$985K ﹤0.01%
51,210
-4,896
2712
$984K ﹤0.01%
117,294
+52,287
2713
$982K ﹤0.01%
44,771
-70,642
2714
$980K ﹤0.01%
32,723
-41,001
2715
$975K ﹤0.01%
50,867
-74,130
2716
$971K ﹤0.01%
98,076
-699
2717
$968K ﹤0.01%
307,200
-329,602
2718
$967K ﹤0.01%
27,242
-11,413
2719
$967K ﹤0.01%
40,124
+31,622
2720
$965K ﹤0.01%
58,638
+43,607
2721
$964K ﹤0.01%
75,274
+6,169
2722
$963K ﹤0.01%
9,176
-71,086
2723
$962K ﹤0.01%
15,210
-70,926
2724
$955K ﹤0.01%
87,108
-19,920
2725
$954K ﹤0.01%
50,752
+26,852