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
1951
$5.5M ﹤0.01%
314,550
-9,250
1952
$5.5M ﹤0.01%
227,589
+223,248
1953
$5.5M ﹤0.01%
336,132
+180,109
1954
$5.48M ﹤0.01%
1,073,878
+1,033,961
1955
$5.47M ﹤0.01%
375,036
+200,715
1956
$5.47M ﹤0.01%
147,602
+16,218
1957
$5.46M ﹤0.01%
100,975
+10,822
1958
$5.45M ﹤0.01%
120,554
-58,780
1959
$5.43M ﹤0.01%
62,051
-9,341
1960
$5.42M ﹤0.01%
702,515
-3,455,664
1961
$5.41M ﹤0.01%
261,291
+112,024
1962
$5.41M ﹤0.01%
+268,352
1963
$5.39M ﹤0.01%
146,889
+55,027
1964
$5.39M ﹤0.01%
98,107
+2,882
1965
$5.38M ﹤0.01%
292,571
+9,247
1966
$5.38M ﹤0.01%
268,070
-75,806
1967
$5.36M ﹤0.01%
317,754
+317,568
1968
$5.36M ﹤0.01%
276,041
-1,575
1969
$5.34M ﹤0.01%
206,529
+200,150
1970
$5.34M ﹤0.01%
258,431
+82,134
1971
$5.3M ﹤0.01%
634,538
+59,795
1972
$5.3M ﹤0.01%
136,661
+1,702
1973
$5.29M ﹤0.01%
147,888
-47,863
1974
$5.28M ﹤0.01%
246,800
-53,999
1975
$5.28M ﹤0.01%
82,312
-1,441