JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
26
$2.2B 0.5%
15,122,721
-1,076,321
27
$2.19B 0.5%
28,503,438
+1,131,248
28
$2.18B 0.5%
26,971,774
-1,320,167
29
$2.1B 0.48%
35,092,305
+4,459,696
30
$2.07B 0.47%
53,249,166
-6,813,313
31
$2.02B 0.46%
8,290,850
+1,253,802
32
$2B 0.46%
16,161,464
+2,736,363
33
$1.99B 0.45%
15,360,094
-58,764
34
$1.94B 0.44%
18,290,655
-1,352,518
35
$1.91B 0.44%
21,094,067
+2,848,774
36
$1.83B 0.42%
12,955,435
+75,460
37
$1.8B 0.41%
12,777,695
+491,817
38
$1.76B 0.4%
12,446,362
-1,322,759
39
$1.72B 0.39%
20,872,092
-15,272
40
$1.71B 0.39%
48,931,112
-2,351,555
41
$1.7B 0.39%
39,576,199
+490,451
42
$1.68B 0.38%
38,926,648
+2,914,067
43
$1.67B 0.38%
47,801,744
+3,429,400
44
$1.6B 0.37%
10,019,367
+585,869
45
$1.59B 0.36%
12,752,413
+898,964
46
$1.58B 0.36%
30,070,898
+2,804,496
47
$1.56B 0.36%
29,079,309
-5,929,563
48
$1.52B 0.35%
14,526,282
+139,711
49
$1.51B 0.35%
24,051,881
+720,620
50
$1.51B 0.34%
54,402,483
+3,083,119
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