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
2251
$3.75M ﹤0.01%
66,773
-9,781
2252
$3.75M ﹤0.01%
68,880
+19,744
2253
$3.74M ﹤0.01%
53,008
-11,318
2254
$3.73M ﹤0.01%
43,750
-109,835
2255
$3.73M ﹤0.01%
93,395
+2,690
2256
$3.73M ﹤0.01%
283,259
-217,218
2257
$3.72M ﹤0.01%
126,010
+69,792
2258
$3.72M ﹤0.01%
192,474
+98,014
2259
$3.72M ﹤0.01%
83,528
-99,204
2260
$3.67M ﹤0.01%
82,905
+81,848
2261
$3.66M ﹤0.01%
74,648
+1,754
2262
$3.66M ﹤0.01%
141,957
-20,164
2263
$3.65M ﹤0.01%
256,353
+255,052
2264
$3.65M ﹤0.01%
133,053
+43,085
2265
$3.64M ﹤0.01%
93,869
+31,353
2266
$3.63M ﹤0.01%
42,276
+22,335
2267
$3.63M ﹤0.01%
219,196
-22,814
2268
$3.63M ﹤0.01%
95,076
+29,366
2269
$3.61M ﹤0.01%
37,655
+12,360
2270
$3.6M ﹤0.01%
79,609
-39,770
2271
$3.6M ﹤0.01%
47,165
+19,787
2272
$3.6M ﹤0.01%
209,360
-60,942
2273
$3.58M ﹤0.01%
56,543
-26,754
2274
$3.58M ﹤0.01%
218,882
+99,020
2275
$3.58M ﹤0.01%
54,819
+54,022