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
1651
$9.4M ﹤0.01%
207,920
+81,927
1652
$9.39M ﹤0.01%
382,965
+180,621
1653
$9.37M ﹤0.01%
418,767
-1,785
1654
$9.35M ﹤0.01%
261,590
+31,893
1655
$9.34M ﹤0.01%
179,184
-285,901
1656
$9.33M ﹤0.01%
173,162
-6,713
1657
$9.31M ﹤0.01%
428,230
+85,186
1658
$9.3M ﹤0.01%
277,369
-43,405
1659
$9.3M ﹤0.01%
275,825
+114,300
1660
$9.29M ﹤0.01%
354,600
-2,006
1661
$9.24M ﹤0.01%
715,916
+349,168
1662
$9.23M ﹤0.01%
77,058
-12,961
1663
$9.23M ﹤0.01%
511,469
-55,995
1664
$9.23M ﹤0.01%
493,247
-47,749
1665
$9.2M ﹤0.01%
263,714
-85,353
1666
$9.19M ﹤0.01%
608,820
+247,281
1667
$9.19M ﹤0.01%
1,010,441
-931,188
1668
$9.17M ﹤0.01%
304,737
+52,446
1669
$9.14M ﹤0.01%
882,733
-52,809
1670
$9.13M ﹤0.01%
327,958
-29,901
1671
$9.12M ﹤0.01%
823,060
+304,281
1672
$9.1M ﹤0.01%
630,408
+357,794
1673
$9.09M ﹤0.01%
394,226
+27,009
1674
$9.05M ﹤0.01%
325,544
+33,321
1675
$9.05M ﹤0.01%
1,259,984
+167,758