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
3176
$193K ﹤0.01%
15,217
+9,528
3177
$193K ﹤0.01%
4,066
-5,190
3178
$191K ﹤0.01%
+14,280
3179
$190K ﹤0.01%
11,242
+8,513
3180
$189K ﹤0.01%
3,700
3181
$189K ﹤0.01%
5,873
-3,238
3182
$188K ﹤0.01%
10,436
+8,534
3183
$188K ﹤0.01%
6,930
+5,583
3184
$188K ﹤0.01%
3,203
-6,940
3185
$188K ﹤0.01%
23,844
+10,912
3186
$188K ﹤0.01%
12,472
+7,572
3187
$187K ﹤0.01%
24,038
+17,653
3188
$187K ﹤0.01%
4,514
+759
3189
$186K ﹤0.01%
5,126
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3190
$185K ﹤0.01%
145,297
3191
$185K ﹤0.01%
9,234
+1,479
3192
$185K ﹤0.01%
75,696
-3,576,156
3193
$184K ﹤0.01%
7,404
+7,104
3194
$184K ﹤0.01%
3,562
-15,814
3195
$183K ﹤0.01%
16,309
-3,448
3196
$182K ﹤0.01%
7,276
-2,256
3197
$182K ﹤0.01%
5,535
-30,233
3198
$182K ﹤0.01%
+16,601
3199
$181K ﹤0.01%
22,211
+2,282
3200
$181K ﹤0.01%
6,452
-6,597