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
1551
$11.5M ﹤0.01%
217,128
+177,214
1552
$11.5M ﹤0.01%
203,745
+116,074
1553
$11.5M ﹤0.01%
433,797
-43,525
1554
$11.5M ﹤0.01%
212,111
+53,956
1555
$11.5M ﹤0.01%
867,520
+581,426
1556
$11.5M ﹤0.01%
147,059
-70,715
1557
$11.4M ﹤0.01%
1,240,508
+42,772
1558
$11.4M ﹤0.01%
355,949
-9,759
1559
$11.4M ﹤0.01%
528,420
+92,292
1560
$11.4M ﹤0.01%
878,047
+316,497
1561
$11.4M ﹤0.01%
233,086
-277,974
1562
$11.3M ﹤0.01%
96,909
+85,826
1563
$11.3M ﹤0.01%
402,736
-18,791
1564
$11.3M ﹤0.01%
744,289
+611,277
1565
$11.3M ﹤0.01%
282,354
+227,409
1566
$11.2M ﹤0.01%
753,750
+14,700
1567
$11.2M ﹤0.01%
1,223,065
-532,625
1568
$11.1M ﹤0.01%
167,926
-212,162
1569
$11.1M ﹤0.01%
151,016
-1,682
1570
$11.1M ﹤0.01%
505,464
+4,916
1571
$11M ﹤0.01%
296,934
+109,571
1572
$11M ﹤0.01%
73,666
+57,074
1573
$11M ﹤0.01%
141,254
+3,186
1574
$11M ﹤0.01%
1,135,880
+226,672
1575
$11M ﹤0.01%
517,475
+389,529