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
1601
$10.4M ﹤0.01%
374,610
-17,045
1602
$10.4M ﹤0.01%
61,341
+8,737
1603
$10.4M ﹤0.01%
379,299
+27,900
1604
$10.3M ﹤0.01%
460,648
-14,227
1605
$10.3M ﹤0.01%
944,307
+700,860
1606
$10.2M ﹤0.01%
142,654
+2,892
1607
$10.2M ﹤0.01%
1,215,310
-341,935
1608
$10.2M ﹤0.01%
95,781
-11,544
1609
$10.2M ﹤0.01%
274,000
+14,717
1610
$10.2M ﹤0.01%
663,503
-11,501
1611
$10.2M ﹤0.01%
22,126
+5,850
1612
$10.2M ﹤0.01%
453,185
-1,300,723
1613
$10.1M ﹤0.01%
226,634
-132,322
1614
$10.1M ﹤0.01%
400,051
-42,917
1615
$10.1M ﹤0.01%
325,143
+218,300
1616
$10.1M ﹤0.01%
266,093
-347,680
1617
$10.1M ﹤0.01%
+564,012
1618
$10.1M ﹤0.01%
111,534
-84,846
1619
$10.1M ﹤0.01%
128,675
+9,210
1620
$10.1M ﹤0.01%
899,872
+186,068
1621
$10M ﹤0.01%
135,034
-2,778
1622
$10M ﹤0.01%
212,146
-95,691
1623
$10M ﹤0.01%
213,452
+11,730
1624
$10M ﹤0.01%
646,043
+229,881
1625
$10M ﹤0.01%
1,396,089
+1,395,561