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
1926
$5.81M ﹤0.01%
142,480
-35,112
1927
$5.81M ﹤0.01%
206,761
+161,950
1928
$5.81M ﹤0.01%
46,945
+6,966
1929
$5.8M ﹤0.01%
4,266
-1,151
1930
$5.79M ﹤0.01%
312,625
+11,055
1931
$5.79M ﹤0.01%
89,421
-262,754
1932
$5.78M ﹤0.01%
104,299
-396,325
1933
$5.77M ﹤0.01%
47,079
-6,212
1934
$5.76M ﹤0.01%
34,465
-206
1935
$5.7M ﹤0.01%
224,281
-24,155
1936
$5.68M ﹤0.01%
210,220
-3,685
1937
$5.67M ﹤0.01%
25,032
+15,374
1938
$5.66M ﹤0.01%
178,248
+176,423
1939
$5.65M ﹤0.01%
469,020
-1,590
1940
$5.65M ﹤0.01%
98,587
-276,202
1941
$5.63M ﹤0.01%
10,171
+540
1942
$5.63M ﹤0.01%
692,789
+240,997
1943
$5.59M ﹤0.01%
771,221
-260,737
1944
$5.58M ﹤0.01%
574,242
-93,982
1945
$5.56M ﹤0.01%
81,374
-32,659
1946
$5.56M ﹤0.01%
159,164
-10,908
1947
$5.56M ﹤0.01%
104,730
-53,860
1948
$5.54M ﹤0.01%
64,709
-4,633
1949
$5.54M ﹤0.01%
326,450
+325,950
1950
$5.53M ﹤0.01%
147,149
+128,215