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
$445B
AUM Growth
+$20.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,922
New
Increased
Reduced
Closed

Top Buys

1 +$763M
2 +$738M
3 +$562M
4
AMZN icon
Amazon
AMZN
+$467M
5
NKE icon
Nike
NKE
+$454M

Top Sells

1 +$4.11B
2 +$1.13B
3 +$719M
4
AABA
Altaba Inc
AABA
+$701M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$654M

Sector Composition

1 Financials 15.55%
2 Technology 13.01%
3 Healthcare 10.06%
4 Consumer Discretionary 9.16%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$696K ﹤0.01%
17,690
-42,793
3052
$696K ﹤0.01%
13,475
-944
3053
$694K ﹤0.01%
14,083
+340
3054
$694K ﹤0.01%
4,881
+3,213
3055
$691K ﹤0.01%
28,549
-102,142
3056
$690K ﹤0.01%
58,070
+30,467
3057
$689K ﹤0.01%
164,184
+24,296
3058
$689K ﹤0.01%
+36,463
3059
$687K ﹤0.01%
+76,379
3060
$687K ﹤0.01%
156,210
+48,325
3061
$684K ﹤0.01%
10,582
-93,053
3062
$682K ﹤0.01%
32,307
-14,817
3063
$680K ﹤0.01%
8,862
-126,238
3064
$678K ﹤0.01%
+80,200
3065
$676K ﹤0.01%
23,603
+4,484
3066
$671K ﹤0.01%
45,447
+16,807
3067
$671K ﹤0.01%
41,355
+9,360
3068
$671K ﹤0.01%
150,888
+36,560
3069
$670K ﹤0.01%
26,675
+23,175
3070
$669K ﹤0.01%
40,328
+26,499
3071
$668K ﹤0.01%
1,106
-170
3072
$665K ﹤0.01%
39,340
-41,145
3073
$662K ﹤0.01%
54,308
+46,170
3074
$661K ﹤0.01%
9,726
-178
3075
$659K ﹤0.01%
+97,099