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
3676
$23K ﹤0.01%
60,881
3677
$22K ﹤0.01%
5,000
3678
$22K ﹤0.01%
650
-1,092
3679
$22K ﹤0.01%
538
-159,802
3680
$22K ﹤0.01%
+2,183
3681
$22K ﹤0.01%
937
-4,789
3682
$22K ﹤0.01%
815
-419
3683
$22K ﹤0.01%
1,763
3684
$22K ﹤0.01%
16,660
+510
3685
$21K ﹤0.01%
+378
3686
$21K ﹤0.01%
1,650
-861
3687
$21K ﹤0.01%
+7,207
3688
$21K ﹤0.01%
549
-32,906
3689
$21K ﹤0.01%
+500
3690
$21K ﹤0.01%
1,600
3691
$21K ﹤0.01%
600
-530
3692
0
3693
$21K ﹤0.01%
+500
3694
$20K ﹤0.01%
+200
3695
0
3696
$20K ﹤0.01%
1,000
3697
$20K ﹤0.01%
300
3698
$20K ﹤0.01%
400
-6,466
3699
$20K ﹤0.01%
1,039
-283
3700
$20K ﹤0.01%
+3,100