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
3351
$370K ﹤0.01%
7,000
+45
3352
$370K ﹤0.01%
+33,685
3353
$369K ﹤0.01%
24,220
-9,153
3354
$366K ﹤0.01%
28,527
+1,264
3355
$365K ﹤0.01%
18,112
+13,150
3356
$364K ﹤0.01%
2,734
+2,295
3357
$363K ﹤0.01%
+11,105
3358
$361K ﹤0.01%
99,642
-37,707
3359
$361K ﹤0.01%
96,917
-34,277
3360
$361K ﹤0.01%
24,276
+3,099
3361
$361K ﹤0.01%
44,659
-56,764
3362
$360K ﹤0.01%
5,788
-524
3363
$360K ﹤0.01%
243,520
+93,351
3364
$359K ﹤0.01%
32,965
+3,233
3365
$358K ﹤0.01%
18,931
-12,618
3366
$358K ﹤0.01%
5,011
-4,347
3367
$357K ﹤0.01%
12,024
-80,434
3368
$357K ﹤0.01%
9,160
+764
3369
$356K ﹤0.01%
50,950
-36,701
3370
$355K ﹤0.01%
6,528
-58
3371
$354K ﹤0.01%
18,345
+7,394
3372
$354K ﹤0.01%
8,971
-12,171
3373
$353K ﹤0.01%
69,460
+2,433
3374
$352K ﹤0.01%
25,001
+4,465
3375
$351K ﹤0.01%
19,157
+13,126