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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.34B
2 +$1.65B
3 +$1.58B
4
MBB icon
iShares MBS ETF
MBB
+$1.3B
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18B

Top Sells

1 +$776M
2 +$698M
3 +$646M
4
CVS icon
CVS Health
CVS
+$591M
5
UNH icon
UnitedHealth
UNH
+$555M

Sector Composition

1 Technology 13.13%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$802M 0.16%
50,945,970
-1,542,735
127
$802M 0.16%
16,732,132
+74,337
128
$788M 0.16%
15,248,913
-2,191,943
129
$786M 0.16%
3,608,761
-241,506
130
$778M 0.16%
5,420,539
-1,093,030
131
$777M 0.16%
2,570,325
+41,021
132
$771M 0.16%
15,988,823
-657,641
133
$763M 0.16%
8,135,415
-266,697
134
$749M 0.15%
11,522,874
-2,386,390
135
$747M 0.15%
10,367,630
+72,786
136
$743M 0.15%
8,382,138
-1,034,526
137
$741M 0.15%
4,317,386
-235,834
138
$739M 0.15%
9,242,118
+1,621,131
139
$728M 0.15%
10,791,729
-2,723,422
140
$727M 0.15%
13,481,815
-183,096
141
$723M 0.15%
2,517,677
-373,299
142
$721M 0.15%
5,231,242
+34,756
143
$720M 0.15%
4,107,114
+1,191,984
144
$716M 0.15%
7,796,423
+702,084
145
$711M 0.15%
14,372,772
-678,204
146
$709M 0.14%
18,705,895
-165,140
147
$702M 0.14%
19,104,246
+2,290,941
148
$688M 0.14%
7,330,433
-393,873
149
$685M 0.14%
5,015,758
-107,804
150
$683M 0.14%
6,251,760
+966,544