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
4201
$33K ﹤0.01%
1,322
+1,131
4202
$33K ﹤0.01%
4,062
+379
4203
$33K ﹤0.01%
1,958
-104,273
4204
$33K ﹤0.01%
29,567
-8,922
4205
$32K ﹤0.01%
8,198
+3,679
4206
$32K ﹤0.01%
2,071
+595
4207
$32K ﹤0.01%
2,009
+426
4208
$32K ﹤0.01%
718
-366
4209
$32K ﹤0.01%
8,967
-25,353
4210
$32K ﹤0.01%
1,921
+179
4211
$32K ﹤0.01%
168
-1,660
4212
$32K ﹤0.01%
621
-3,631
4213
$32K ﹤0.01%
397
-10,892
4214
$31K ﹤0.01%
2,215
+390
4215
$31K ﹤0.01%
132
+13
4216
$31K ﹤0.01%
2,714
+253
4217
$31K ﹤0.01%
+192
4218
$31K ﹤0.01%
8,056
+752
4219
$31K ﹤0.01%
8,053
-102,843
4220
$31K ﹤0.01%
5,307
+5,163
4221
$31K ﹤0.01%
11,212
-139,491
4222
$30K ﹤0.01%
3,029
+283
4223
$30K ﹤0.01%
1,290
+121
4224
$30K ﹤0.01%
4,514
+420
4225
$30K ﹤0.01%
1,387
+129