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
3526
$179K ﹤0.01%
3,498
+294
3527
$179K ﹤0.01%
15,366
+6,344
3528
$179K ﹤0.01%
4,482
+2,407
3529
$178K ﹤0.01%
+3,236
3530
$178K ﹤0.01%
1,470
-11,125
3531
$178K ﹤0.01%
+19,438
3532
$177K ﹤0.01%
29,048
+2,635
3533
$176K ﹤0.01%
4,544
+954
3534
$175K ﹤0.01%
6,488
-3,440
3535
$174K ﹤0.01%
30,578
+5,318
3536
$174K ﹤0.01%
+7,331
3537
$173K ﹤0.01%
11,000
-5,000
3538
$172K ﹤0.01%
8,359
+6,472
3539
$172K ﹤0.01%
17,249
+3,473
3540
$171K ﹤0.01%
+5,250
3541
$170K ﹤0.01%
11,193
+11,183
3542
$170K ﹤0.01%
+10,743
3543
$170K ﹤0.01%
4,437
+76
3544
$168K ﹤0.01%
+7,480
3545
$168K ﹤0.01%
12,390
-23,623
3546
$168K ﹤0.01%
4,209
+1,010
3547
$167K ﹤0.01%
1,144
-9,247
3548
$167K ﹤0.01%
5,491
+5,255
3549
$167K ﹤0.01%
+5,892
3550
$166K ﹤0.01%
+8,308