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
4226
$30K ﹤0.01%
1,940
+532
4227
$30K ﹤0.01%
9,302
+1,029
4228
$30K ﹤0.01%
2,015
+187
4229
$30K ﹤0.01%
2,023
+189
4230
$29K ﹤0.01%
1,709
+177
4231
$29K ﹤0.01%
127
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4232
$29K ﹤0.01%
1,900
+900
4233
$29K ﹤0.01%
3,886
4234
$29K ﹤0.01%
1,634
+1,438
4235
$28K ﹤0.01%
+1,045
4236
$28K ﹤0.01%
2,378
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4237
$28K ﹤0.01%
1,000
-1,300
4238
$28K ﹤0.01%
1,291
4239
$28K ﹤0.01%
1,620
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4240
$28K ﹤0.01%
2,523
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4241
$28K ﹤0.01%
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4242
$28K ﹤0.01%
2,593
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4243
$28K ﹤0.01%
+2,000
4244
$28K ﹤0.01%
544
-71
4245
$27K ﹤0.01%
1,247
+117
4246
$27K ﹤0.01%
900
4247
$27K ﹤0.01%
772
4248
$27K ﹤0.01%
1,103
+103
4249
$27K ﹤0.01%
1,894
+176
4250
$27K ﹤0.01%
+786