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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$1.02B
3 +$504M
4
TFC icon
Truist Financial
TFC
+$493M
5
ADI icon
Analog Devices
ADI
+$490M

Top Sells

1 +$1.87B
2 +$1.01B
3 +$808M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$798M
5
TSM icon
TSMC
TSM
+$797M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.45%
3 Healthcare 10.78%
4 Financials 10.38%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.2B 4.06%
72,695,071
+4,714,869
2
$14.8B 2.49%
71,397,438
-3,754,267
3
$14.2B 2.39%
124,573,247
-4,506,353
4
$12.2B 2.05%
77,507,220
+1,170,740
5
$7.15B 1.2%
122,758,326
-5,933,928
6
$5.85B 0.98%
21,142,316
-6,737,872
7
$5.19B 0.87%
15,422,569
+637,124
8
$5.11B 0.86%
63,527,184
-9,893,813
9
$4.81B 0.81%
18,365,905
+1,757,365
10
$4.75B 0.8%
34,024,161
-7,238,724
11
$4.75B 0.8%
33,569,215
+1,305,791
12
$4.66B 0.78%
101,325,839
-10,021,317
13
$4.57B 0.77%
15,038,210
-603,348
14
$4.48B 0.75%
61,087,680
+5,844,660
15
$4.46B 0.75%
89,650,138
+1,503,391
16
$4.11B 0.69%
58,049,520
+4,810,388
17
$3.98B 0.67%
66,361,034
+1,807,968
18
$3.94B 0.66%
53,661,220
-10,856,840
19
$3.83B 0.64%
14,078,220
-497,457
20
$3.7B 0.62%
19,006,679
+253,953
21
$3.49B 0.59%
72,976,963
+703,272
22
$3.46B 0.58%
23,555,455
+372,601
23
$3.38B 0.57%
255,268,040
+7,989,600
24
$3.25B 0.55%
15,079,816
-296,115
25
$3.11B 0.52%
54,173,340
-1,759,284