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
$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
251
$521M 0.07%
26,364,727
-2,489,871
252
$520M 0.07%
4,849,636
+375,217
253
$520M 0.07%
4,620,526
-236,308
254
$518M 0.07%
3,987,913
-47,913
255
$515M 0.07%
3,734,064
+983,521
256
$513M 0.07%
6,227,240
-309,929
257
$512M 0.07%
3,671,024
-260,570
258
$511M 0.07%
12,975,121
+2,715,164
259
$509M 0.07%
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+2,127,389
260
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3,520,048
+1,022,903
261
$496M 0.07%
16,656,703
+3,674,245
262
$495M 0.07%
2,935,667
+748,332
263
$493M 0.07%
11,840,365
+18,432
264
$491M 0.07%
12,234,357
-5,392,295
265
$487M 0.07%
3,976,540
+1,770,164
266
$487M 0.07%
8,641,480
-1,098,942
267
$486M 0.07%
7,203,638
+2,124,659
268
$481M 0.07%
3,500,348
-261,291
269
$477M 0.07%
5,683,038
-43,735
270
$475M 0.07%
2,599,266
-701,088
271
$472M 0.07%
1,817,249
+121,754
272
$471M 0.07%
2,364,908
+288,808
273
$471M 0.07%
17,349,832
+606,300
274
$470M 0.07%
10,391,615
-648,370
275
$467M 0.07%
9,767,758
-723,467