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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,293
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$2.17B
3 +$1.8B
4
AMZN icon
Amazon
AMZN
+$1.7B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.41B

Top Sells

1 +$4.17B
2 +$1.58B
3 +$659M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$627M
5
CERN
Cerner Corp
CERN
+$608M

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$403K ﹤0.01%
19,497
+1,081
3777
$403K ﹤0.01%
21,330
-30,532
3778
$403K ﹤0.01%
4,639
-845
3779
$402K ﹤0.01%
40,932
+25,306
3780
$401K ﹤0.01%
16,357
+491
3781
$399K ﹤0.01%
12,885
3782
$399K ﹤0.01%
26,801
-3,067
3783
$398K ﹤0.01%
15,384
+4,030
3784
$397K ﹤0.01%
16,444
-26,399
3785
$396K ﹤0.01%
2,827
+460
3786
$395K ﹤0.01%
5,075
3787
$394K ﹤0.01%
11,515
-2,890
3788
$393K ﹤0.01%
12,051
-2,160,000
3789
$393K ﹤0.01%
24,773
+20,521
3790
$393K ﹤0.01%
4,091
+225
3791
$392K ﹤0.01%
+116,969
3792
$392K ﹤0.01%
+72,924
3793
$392K ﹤0.01%
+40,000
3794
$389K ﹤0.01%
51,783
-56,701
3795
$389K ﹤0.01%
5,614
-197,313
3796
$389K ﹤0.01%
24,511
+5,584
3797
$388K ﹤0.01%
19,922
-1,508
3798
$386K ﹤0.01%
36,519
-115,193
3799
$385K ﹤0.01%
11,196
+10,215
3800
$385K ﹤0.01%
149,741
-85,976