JP Morgan Chase

JP Morgan Chase 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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,293
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$2.17B
3 +$1.8B
4
AMZN icon
Amazon
AMZN
+$1.7B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.41B

Top Sells

1 +$4.17B
2 +$1.58B
3 +$659M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$627M
5
CERN
Cerner Corp
CERN
+$608M

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$2.9M ﹤0.01%
63,605
-26,210
2627
$2.9M ﹤0.01%
300,000
-264,000
2628
$2.89M ﹤0.01%
291,680
-185,900
2629
$2.89M ﹤0.01%
202,071
-50,986
2630
$2.89M ﹤0.01%
116,686
+22,272
2631
$2.88M ﹤0.01%
96,347
-28,058
2632
$2.88M ﹤0.01%
300,006
+151,970
2633
$2.87M ﹤0.01%
87,315
+34,475
2634
$2.87M ﹤0.01%
297,950
-7,000
2635
$2.86M ﹤0.01%
41,485
+7,983
2636
$2.86M ﹤0.01%
2,322,428
-1,847,595
2637
$2.85M ﹤0.01%
39,799
+4,125
2638
$2.84M ﹤0.01%
32,809
+23,756
2639
$2.83M ﹤0.01%
530,492
-140,695
2640
$2.83M ﹤0.01%
286,836
-212,752
2641
$2.83M ﹤0.01%
57,368
-25,979
2642
$2.83M ﹤0.01%
38,226
+13,046
2643
$2.82M ﹤0.01%
221,703
-770,031
2644
$2.82M ﹤0.01%
53,704
-109,656
2645
$2.81M ﹤0.01%
248,972
+132,835
2646
$2.81M ﹤0.01%
40,433
+19,545
2647
$2.81M ﹤0.01%
108,443
+30,153
2648
$2.81M ﹤0.01%
190,048
+23,607
2649
$2.8M ﹤0.01%
127,211
-127,739
2650
$2.8M ﹤0.01%
127,584
+6,132