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
2926
$524K ﹤0.01%
+7,188
2927
$522K ﹤0.01%
+17,775
2928
$520K ﹤0.01%
78,292
+44,875
2929
$520K ﹤0.01%
7,471
+5,913
2930
$517K ﹤0.01%
+20,000
2931
$517K ﹤0.01%
70,300
-173,011
2932
$516K ﹤0.01%
60,387
-854,133
2933
$515K ﹤0.01%
6,261
+196
2934
$515K ﹤0.01%
8,354
+8,314
2935
$514K ﹤0.01%
17,522
+15,754
2936
$513K ﹤0.01%
52,386
-4,672
2937
$513K ﹤0.01%
58,271
+47,707
2938
$512K ﹤0.01%
14,198
+12,874
2939
$511K ﹤0.01%
126,408
-1,903,834
2940
$511K ﹤0.01%
44,956
-3,666
2941
$507K ﹤0.01%
10,827
-1,552
2942
$507K ﹤0.01%
2,935
+2,095
2943
$506K ﹤0.01%
14,514
+145
2944
$503K ﹤0.01%
27,436
+16,621
2945
$502K ﹤0.01%
2,760
-1,058
2946
$502K ﹤0.01%
36,769
2947
$500K ﹤0.01%
20,397
+3,341
2948
$499K ﹤0.01%
56,400
+34,131
2949
$496K ﹤0.01%
169,108
+146,873
2950
$495K ﹤0.01%
6,252
+652