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
$400B
AUM Growth
-$82.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,210
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$1.45B
3 +$1.18B
4
LIN icon
Linde
LIN
+$751M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$719M

Top Sells

1 +$6.32B
2 +$1.29B
3 +$862M
4
AAPL icon
Apple
AAPL
+$795M
5
DIS icon
Walt Disney
DIS
+$750M

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$3.01M ﹤0.01%
84,755
-51
2277
$3M ﹤0.01%
372,140
-11,421
2278
$3M ﹤0.01%
42,685
-83,952
2279
$2.99M ﹤0.01%
163,017
-165,053
2280
$2.99M ﹤0.01%
58,466
-34,174
2281
$2.96M ﹤0.01%
1,418,747
-37,261
2282
$2.96M ﹤0.01%
96,722
-1,041,774
2283
$2.96M ﹤0.01%
181,897
+26,744
2284
$2.96M ﹤0.01%
52,793
+22,895
2285
$2.96M ﹤0.01%
42,058
-290,688
2286
$2.95M ﹤0.01%
599,279
-360,898
2287
$2.95M ﹤0.01%
9,936
+1,645
2288
$2.94M ﹤0.01%
200,000
+7,399
2289
$2.94M ﹤0.01%
123,674
-174,806
2290
$2.94M ﹤0.01%
163,812
+4,873
2291
$2.93M ﹤0.01%
223,239
-283,152
2292
$2.93M ﹤0.01%
60,796
-5,116
2293
$2.93M ﹤0.01%
171,799
+149,651
2294
$2.92M ﹤0.01%
53,841
+3,661
2295
$2.91M ﹤0.01%
+72,539
2296
$2.9M ﹤0.01%
135,654
+2,028
2297
$2.89M ﹤0.01%
78,152
-566
2298
$2.89M ﹤0.01%
90,923
+58,699
2299
$2.88M ﹤0.01%
109,172
+19,874
2300
$2.88M ﹤0.01%
41,826
+14,592