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
3001
$413K ﹤0.01%
6,317
-4,916
3002
$413K ﹤0.01%
22,422
+5,508
3003
$411K ﹤0.01%
10,397
-27,281
3004
$410K ﹤0.01%
127,438
+93,538
3005
$408K ﹤0.01%
23,026
-652,504
3006
$408K ﹤0.01%
54,564
-116,551
3007
$407K ﹤0.01%
28,922
+24,264
3008
$403K ﹤0.01%
10,935
-93,818
3009
$400K ﹤0.01%
5,408
-12,818
3010
$399K ﹤0.01%
5,843
-389
3011
$393K ﹤0.01%
13,398
+1,051
3012
$393K ﹤0.01%
31,827
+27,270
3013
$390K ﹤0.01%
2,676
+674
3014
$385K ﹤0.01%
21,403
+8,789
3015
$384K ﹤0.01%
8,809
+180
3016
$384K ﹤0.01%
19,051
-452
3017
$382K ﹤0.01%
+17,135
3018
$382K ﹤0.01%
2,914
-5,470
3019
$381K ﹤0.01%
8,851
-20,736
3020
$381K ﹤0.01%
59,379
-144,622
3021
$381K ﹤0.01%
27,254
+26,692
3022
$380K ﹤0.01%
6,458
-5,670
3023
$380K ﹤0.01%
57,224
-5,132
3024
$379K ﹤0.01%
588
+14
3025
$377K ﹤0.01%
+18,136