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
3076
$657K ﹤0.01%
10,087
-190
3077
$657K ﹤0.01%
30,548
+29,920
3078
$653K ﹤0.01%
6,941
+6,497
3079
$652K ﹤0.01%
12,849
+39
3080
$652K ﹤0.01%
17,023
+1,363
3081
$648K ﹤0.01%
21,286
+910
3082
$646K ﹤0.01%
+5,391
3083
$646K ﹤0.01%
36,087
-469,942
3084
$638K ﹤0.01%
15,389
-8,272
3085
$637K ﹤0.01%
47,680
-778
3086
$634K ﹤0.01%
54,829
+2,729
3087
$633K ﹤0.01%
30,495
-51,827
3088
$631K ﹤0.01%
7,526
-94
3089
$630K ﹤0.01%
9,023
+68
3090
$630K ﹤0.01%
9,071
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3091
$630K ﹤0.01%
39,700
3092
$629K ﹤0.01%
201,762
+169,176
3093
$626K ﹤0.01%
45,570
-44,803
3094
$624K ﹤0.01%
+734
3095
$622K ﹤0.01%
+19,079
3096
$619K ﹤0.01%
23,439
-94,755
3097
$619K ﹤0.01%
29,706
+23,501
3098
$619K ﹤0.01%
+111,990
3099
$618K ﹤0.01%
17,476
-11,663
3100
$617K ﹤0.01%
20,108
+785