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
3426
0
3427
$241K ﹤0.01%
11,620
+820
3428
$241K ﹤0.01%
5,609
-15,909
3429
$241K ﹤0.01%
1,968
-14
3430
$241K ﹤0.01%
18,194
+17,148
3431
$239K ﹤0.01%
6,252
-2,109
3432
$238K ﹤0.01%
2,805
-2,384
3433
$237K ﹤0.01%
12,040
+1,140
3434
$237K ﹤0.01%
5,011
-2,431
3435
$236K ﹤0.01%
+18,888
3436
$236K ﹤0.01%
7,679
+7,429
3437
$236K ﹤0.01%
40,109
+21,471
3438
$235K ﹤0.01%
+31,972
3439
$235K ﹤0.01%
25,323
+21,202
3440
$234K ﹤0.01%
4,037
3441
$233K ﹤0.01%
+14,496
3442
$232K ﹤0.01%
8,257
-3,596
3443
$230K ﹤0.01%
1,887
+519
3444
$230K ﹤0.01%
5,651
+25
3445
$230K ﹤0.01%
8,930
-10,788
3446
$230K ﹤0.01%
5,306
+1,401
3447
$228K ﹤0.01%
+968
3448
$228K ﹤0.01%
33,775
+11,526
3449
$228K ﹤0.01%
689
+262
3450
$228K ﹤0.01%
7,182