JP Morgan Chase & Co

JP Morgan Chase & Co 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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.7B
3 +$1.66B
4
DE icon
Deere & Co
DE
+$1.52B
5
AMZN icon
Amazon
AMZN
+$1.21B

Top Sells

1 +$1.6B
2 +$1.44B
3 +$1.37B
4
CRM icon
Salesforce
CRM
+$1.25B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.05B

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$677M 0.09%
6,555,187
+34,001
227
$671M 0.09%
4,831,959
-689,628
228
$667M 0.09%
1,334,604
-171,419
229
$660M 0.09%
10,132,570
-3,031,840
230
$654M 0.09%
13,292,069
+6,872,342
231
$653M 0.09%
4,029,574
-2,963,422
232
$651M 0.09%
1,987,484
-81,241
233
$649M 0.09%
1,992,576
+1,160,285
234
$647M 0.09%
10,636,118
-675,911
235
$645M 0.09%
12,975,576
-657,372
236
$642M 0.09%
4,237,102
+194,568
237
$637M 0.09%
26,898,341
+4,997,936
238
$631M 0.08%
6,355,888
+524,587
239
$631M 0.08%
4,370,269
+934,847
240
$628M 0.08%
11,021,581
+10,196,798
241
$625M 0.08%
6,168,153
+35,196
242
$622M 0.08%
4,144,901
+1,562,455
243
$621M 0.08%
4,864,683
-609,213
244
$617M 0.08%
6,372,924
+2,634,302
245
$616M 0.08%
3,749,461
+1,394,905
246
$612M 0.08%
29,609,886
-4,212,138
247
$603M 0.08%
1,794,445
-294,392
248
$602M 0.08%
29,782,057
-325,402
249
$602M 0.08%
13,624,490
-427,195
250
$595M 0.08%
1,225,961
-203,286