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
51
$1.49B 0.34%
13,662,136
+3,124,902
52
$1.48B 0.34%
12,635,611
+1,689,943
53
$1.41B 0.32%
5,845,952
-1,647,453
54
$1.4B 0.32%
17,327,889
-700,657
55
$1.39B 0.32%
25,910,998
-7,732,526
56
$1.39B 0.32%
16,058,334
+4,001,480
57
$1.38B 0.31%
48,267,265
-5,491,467
58
$1.37B 0.31%
21,985,854
+5,031,714
59
$1.34B 0.31%
3,970,713
+53,685
60
$1.33B 0.3%
16,972,797
+1,764,779
61
$1.33B 0.3%
10,940,432
-754,176
62
$1.31B 0.3%
28,507,015
+3,187,095
63
$1.29B 0.3%
26,360,927
-1,716,071
64
$1.28B 0.29%
16,479,137
-1,257,497
65
$1.28B 0.29%
15,437,690
+1,784,491
66
$1.26B 0.29%
22,544,355
-2,197,486
67
$1.22B 0.28%
10,653,512
+4,014,652
68
$1.22B 0.28%
27,974,950
-195,602
69
$1.22B 0.28%
5,029,444
+412,942
70
$1.2B 0.27%
15,314,368
+526,261
71
$1.19B 0.27%
20,378,739
+1,118,365
72
$1.17B 0.27%
33,745,695
-62,590,440
73
$1.17B 0.27%
9,004,512
-996,923
74
$1.15B 0.26%
5,810,966
+883,953
75
$1.14B 0.26%
5,934,302
-421,768
1 2
3
4 5