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
3251
$407K ﹤0.01%
+14,000
3252
$405K ﹤0.01%
11,452
-183,537
3253
$403K ﹤0.01%
129,317
+9,254
3254
$401K ﹤0.01%
+15,554
3255
$400K ﹤0.01%
50,510
-54,475
3256
$398K ﹤0.01%
3,113
-7
3257
$397K ﹤0.01%
7,386
+5,377
3258
$397K ﹤0.01%
25,668
+21,085
3259
$397K ﹤0.01%
17,838
-67,320
3260
$396K ﹤0.01%
27,753
+10,688
3261
$396K ﹤0.01%
67,385
+1,099
3262
$395K ﹤0.01%
24,400
+17,900
3263
$395K ﹤0.01%
12,655
+11,557
3264
$392K ﹤0.01%
20,005
-37,558
3265
$392K ﹤0.01%
15,421
+12,821
3266
$391K ﹤0.01%
37,976
+15,401
3267
$389K ﹤0.01%
9,906
+164
3268
$386K ﹤0.01%
10,907
-1,882
3269
$384K ﹤0.01%
22,059
+10,304
3270
$384K ﹤0.01%
22,207
+11,201
3271
$384K ﹤0.01%
21,169
-2,643
3272
$384K ﹤0.01%
14,572
+264
3273
$383K ﹤0.01%
5,611
-6,875
3274
$383K ﹤0.01%
1,608
+971
3275
$382K ﹤0.01%
34,505
+32,421