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
4076
$49K ﹤0.01%
776
4077
$49K ﹤0.01%
5,684
+596
4078
$49K ﹤0.01%
3,957
+1,351
4079
$49K ﹤0.01%
5,983
-76,849
4080
$49K ﹤0.01%
1,572
+64
4081
$49K ﹤0.01%
1,100
4082
$49K ﹤0.01%
+1,205
4083
$48K ﹤0.01%
3,774
+2,452
4084
$48K ﹤0.01%
1,515
+488
4085
$48K ﹤0.01%
5,339
+619
4086
$48K ﹤0.01%
2,745
+688
4087
$48K ﹤0.01%
10,980
+2,458
4088
$48K ﹤0.01%
3,340
+312
4089
$48K ﹤0.01%
8,421
-184
4090
$48K ﹤0.01%
6,306
+588
4091
$48K ﹤0.01%
5,503
-112,510
4092
$48K ﹤0.01%
+1,500
4093
$48K ﹤0.01%
1,972
+184
4094
$48K ﹤0.01%
7,847
-10,834
4095
$48K ﹤0.01%
6,058
+566
4096
$47K ﹤0.01%
1,658
+155
4097
$47K ﹤0.01%
2,774
-21,879
4098
$47K ﹤0.01%
3,027
+282
4099
$47K ﹤0.01%
1,621
-292,263
4100
$47K ﹤0.01%
2,246
-615