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
2751
$1.26M ﹤0.01%
28,066
+1,873
2752
$1.26M ﹤0.01%
56,452
-106,766
2753
$1.25M ﹤0.01%
87,909
-4,511
2754
$1.25M ﹤0.01%
5,133
+1,928
2755
$1.25M ﹤0.01%
100,607
+15,081
2756
$1.25M ﹤0.01%
91,466
-718,505
2757
$1.24M ﹤0.01%
89,976
-10,111
2758
$1.24M ﹤0.01%
38,318
+8,942
2759
$1.24M ﹤0.01%
32,508
+31,913
2760
$1.23M ﹤0.01%
+99,451
2761
$1.23M ﹤0.01%
84,871
+5,063
2762
$1.23M ﹤0.01%
130,677
-7,740
2763
$1.23M ﹤0.01%
27,775
+9,060
2764
$1.23M ﹤0.01%
5,598
+455
2765
$1.23M ﹤0.01%
49,865
-23,668
2766
$1.22M ﹤0.01%
70,472
+8,414
2767
$1.22M ﹤0.01%
85,545
-7,709
2768
$1.22M ﹤0.01%
17,942
+627
2769
$1.21M ﹤0.01%
+42,079
2770
$1.21M ﹤0.01%
40,989
-38,943
2771
$1.21M ﹤0.01%
66,355
-78,991
2772
$1.2M ﹤0.01%
66,567
+11,274
2773
$1.2M ﹤0.01%
105,977
-6,022
2774
$1.2M ﹤0.01%
23,565
-1,091
2775
$1.2M ﹤0.01%
189,811
+181,381