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
3676
$174K ﹤0.01%
12,116
-29,360
3677
$172K ﹤0.01%
96,093
-1,518,451
3678
$172K ﹤0.01%
+26,041
3679
$171K ﹤0.01%
6,203
+2,919
3680
$171K ﹤0.01%
23,083
+1,291
3681
$171K ﹤0.01%
+3,054
3682
$168K ﹤0.01%
9,577
+4,389
3683
$168K ﹤0.01%
10,794
-28,130
3684
$168K ﹤0.01%
5,260
+3,447
3685
$168K ﹤0.01%
8,278
+771
3686
$168K ﹤0.01%
21,594
+16,792
3687
$167K ﹤0.01%
7,103
-1,109
3688
$167K ﹤0.01%
6,685
+765
3689
$167K ﹤0.01%
22,264
-38,489
3690
$166K ﹤0.01%
5,460
-174
3691
$166K ﹤0.01%
6,125
+4,165
3692
$166K ﹤0.01%
6,600
+315
3693
$166K ﹤0.01%
3,514
+3,254
3694
$164K ﹤0.01%
75,628
+45,130
3695
$164K ﹤0.01%
472
-6
3696
$164K ﹤0.01%
3,158
+2,479
3697
$163K ﹤0.01%
11,975
-79,683
3698
$162K ﹤0.01%
20,430
-285,970
3699
$162K ﹤0.01%
61,884
+19,440
3700
$161K ﹤0.01%
4,673
+55