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
2426
$1.99M ﹤0.01%
129,825
-37,542
2427
$1.99M ﹤0.01%
59,591
-27,885
2428
$1.99M ﹤0.01%
23,638
-42,535
2429
$1.98M ﹤0.01%
49,780
-120,204
2430
$1.97M ﹤0.01%
+38,586
2431
$1.96M ﹤0.01%
113,113
-126,093
2432
$1.96M ﹤0.01%
+113,338
2433
$1.96M ﹤0.01%
101,128
-126,085
2434
$1.96M ﹤0.01%
24,950
+23,199
2435
$1.96M ﹤0.01%
20,619
-41,853
2436
$1.95M ﹤0.01%
28,782
-6,487
2437
$1.95M ﹤0.01%
64,567
+14,494
2438
$1.93M ﹤0.01%
75,973
+3,078
2439
$1.93M ﹤0.01%
96,459
+5,176
2440
$1.93M ﹤0.01%
172,173
+4,764
2441
$1.92M ﹤0.01%
11,168
-5,332
2442
$1.92M ﹤0.01%
66,809
+2,098
2443
$1.91M ﹤0.01%
80,243
+70,049
2444
$1.91M ﹤0.01%
58,315
+48,636
2445
$1.91M ﹤0.01%
45,315
-29,003
2446
$1.91M ﹤0.01%
262,400
+228,931
2447
$1.91M ﹤0.01%
153,858
-490,803
2448
$1.9M ﹤0.01%
22,934
-25,639
2449
$1.9M ﹤0.01%
+145,200
2450
$1.9M ﹤0.01%
37,370
+24,370