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
3901
$57K ﹤0.01%
5,593
-8,156
3902
$57K ﹤0.01%
+38
3903
$56K ﹤0.01%
4,513
+3,648
3904
$56K ﹤0.01%
+5,663
3905
$56K ﹤0.01%
604
3906
$56K ﹤0.01%
+2,323
3907
$55K ﹤0.01%
+239
3908
$55K ﹤0.01%
1,131
-150,963
3909
$55K ﹤0.01%
+5,110
3910
$55K ﹤0.01%
+21,837
3911
$55K ﹤0.01%
+1,465
3912
$55K ﹤0.01%
+330
3913
$55K ﹤0.01%
2,886
-5,877
3914
$55K ﹤0.01%
2,544
-56,997
3915
$54K ﹤0.01%
3,162
3916
$54K ﹤0.01%
29,053
-511,972
3917
$54K ﹤0.01%
+776
3918
$54K ﹤0.01%
4,827
+4,027
3919
$54K ﹤0.01%
1,925
-5,247
3920
$54K ﹤0.01%
1,890
-3,852
3921
$53K ﹤0.01%
+821
3922
$53K ﹤0.01%
+3,087
3923
$53K ﹤0.01%
+1,000
3924
$53K ﹤0.01%
+14,970
3925
$53K ﹤0.01%
+2,480