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
2301
$2.73M ﹤0.01%
56,780
+5,588
2302
$2.7M ﹤0.01%
99,536
-24,144
2303
$2.7M ﹤0.01%
235,603
+228,205
2304
$2.69M ﹤0.01%
689,224
+254,303
2305
$2.67M ﹤0.01%
9,933
-6,965
2306
$2.67M ﹤0.01%
137,526
+5,674
2307
$2.67M ﹤0.01%
206,800
-8,974
2308
$2.65M ﹤0.01%
213,897
-14,393
2309
$2.65M ﹤0.01%
59,675
+1,289
2310
$2.65M ﹤0.01%
490,128
+20,472
2311
$2.65M ﹤0.01%
65,680
-23,924
2312
$2.61M ﹤0.01%
324,100
-6,200
2313
$2.61M ﹤0.01%
76,824
-42,160
2314
$2.6M ﹤0.01%
32,395
-24,303
2315
$2.6M ﹤0.01%
48,421
+34,017
2316
$2.6M ﹤0.01%
59,591
-1,220
2317
$2.6M ﹤0.01%
100,519
+56,147
2318
$2.6M ﹤0.01%
76,769
+955
2319
$2.58M ﹤0.01%
111,681
-4,530
2320
$2.57M ﹤0.01%
27,151
-20,158
2321
$2.56M ﹤0.01%
49,935
-22,491
2322
$2.55M ﹤0.01%
160,386
+14,528
2323
$2.55M ﹤0.01%
+116,462
2324
$2.54M ﹤0.01%
2,394
-81
2325
$2.54M ﹤0.01%
181,177
-216,219