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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3.93M ﹤0.01%
+232,578
2227
$3.93M ﹤0.01%
51,827
-4,488
2228
$3.91M ﹤0.01%
48,036
-810
2229
$3.9M ﹤0.01%
50,294
-19,938
2230
$3.88M ﹤0.01%
19,291
-662
2231
$3.87M ﹤0.01%
237,601
+217,846
2232
$3.87M ﹤0.01%
81,096
-106,710
2233
$3.87M ﹤0.01%
+314,469
2234
$3.87M ﹤0.01%
66,151
+1,213
2235
$3.86M ﹤0.01%
92,595
-122,480
2236
$3.86M ﹤0.01%
124,714
+26,082
2237
$3.85M ﹤0.01%
80,614
+26,757
2238
$3.85M ﹤0.01%
227,964
-24,691
2239
$3.85M ﹤0.01%
40,520
-3,757
2240
$3.84M ﹤0.01%
40,300
-11,953
2241
$3.84M ﹤0.01%
107,733
-11,656
2242
$3.84M ﹤0.01%
1,034,633
-124,424
2243
$3.83M ﹤0.01%
245,814
-791,665
2244
$3.83M ﹤0.01%
140,780
-54,084
2245
$3.82M ﹤0.01%
87,993
+15,352
2246
$3.8M ﹤0.01%
44,503
-24,999
2247
$3.75M ﹤0.01%
93,692
-36,328
2248
$3.75M ﹤0.01%
783,292
+689,696
2249
$3.75M ﹤0.01%
227,758
+51,576
2250
$3.75M ﹤0.01%
74,943
-7,236