JP Morgan Chase

JP Morgan Chase 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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.7B
3 +$1.66B
4
DE icon
Deere & Co
DE
+$1.52B
5
AMZN icon
Amazon
AMZN
+$1.21B

Top Sells

1 +$1.6B
2 +$1.44B
3 +$1.37B
4
CRM icon
Salesforce
CRM
+$1.25B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.05B

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$515K ﹤0.01%
36,037
+4,131
3877
$512K ﹤0.01%
37,828
+554
3878
$512K ﹤0.01%
35,438
+6,736
3879
$507K ﹤0.01%
60,631
+13,739
3880
$507K ﹤0.01%
11,527
+5,350
3881
$506K ﹤0.01%
8,198
-30,928
3882
$506K ﹤0.01%
+51,169
3883
$504K ﹤0.01%
3,745
+352
3884
$504K ﹤0.01%
+13,300
3885
$503K ﹤0.01%
33,875
-1,690
3886
$501K ﹤0.01%
+51,658
3887
$500K ﹤0.01%
113,659
+7,264
3888
$500K ﹤0.01%
+50,000
3889
$499K ﹤0.01%
2,430
+38
3890
$499K ﹤0.01%
+50,000
3891
$499K ﹤0.01%
+50,000
3892
$498K ﹤0.01%
69,679
-11,640
3893
$495K ﹤0.01%
11,162
+527
3894
$495K ﹤0.01%
+50,000
3895
$492K ﹤0.01%
45,096
-27,265
3896
$491K ﹤0.01%
19,610
+777
3897
$490K ﹤0.01%
+3,333
3898
$490K ﹤0.01%
27,638
+1,833
3899
$489K ﹤0.01%
12,425
+1,848
3900
$489K ﹤0.01%
+49,500