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
2226
$3.16M ﹤0.01%
80,392
+25,922
2227
$3.15M ﹤0.01%
132,438
+12,754
2228
$3.15M ﹤0.01%
128,342
+10,766
2229
$3.15M ﹤0.01%
80,862
-215,854
2230
$3.14M ﹤0.01%
117,894
-6,278
2231
$3.14M ﹤0.01%
338,500
-27,325
2232
$3.12M ﹤0.01%
244,788
+243,495
2233
$3.12M ﹤0.01%
607,287
+41,093
2234
$3.12M ﹤0.01%
77,640
+17,543
2235
$3.12M ﹤0.01%
110,362
-154,429
2236
$3.12M ﹤0.01%
87,137
-193,389
2237
$3.1M ﹤0.01%
45,860
-79,651
2238
$3.07M ﹤0.01%
44,490
-82,988
2239
$3.07M ﹤0.01%
53,153
+6,224
2240
$3.07M ﹤0.01%
36,265
+6,888
2241
$3.06M ﹤0.01%
484,721
+145,800
2242
$3.05M ﹤0.01%
97,705
+822
2243
$3.04M ﹤0.01%
75,647
+22,206
2244
$3.04M ﹤0.01%
178,469
+53,511
2245
$3.03M ﹤0.01%
94,391
-5,562
2246
$3.03M ﹤0.01%
57,144
-48,312
2247
$3.02M ﹤0.01%
1,223,658
-549,767
2248
$3.02M ﹤0.01%
13,343
-5,168
2249
$3.02M ﹤0.01%
158,336
+142,595
2250
$3M ﹤0.01%
325,613
+213