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
$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
3901
$488K ﹤0.01%
33,483
-126,494
3902
$487K ﹤0.01%
10,407
-6,845
3903
$487K ﹤0.01%
13,791
-431,576
3904
$487K ﹤0.01%
54,341
-317,553
3905
$487K ﹤0.01%
66,473
+136
3906
$487K ﹤0.01%
+48,434
3907
$486K ﹤0.01%
21,171
-3,650
3908
$485K ﹤0.01%
36,690
-152,084
3909
$485K ﹤0.01%
21,229
+1,728
3910
$485K ﹤0.01%
+251
3911
$485K ﹤0.01%
36,724
-37,656
3912
$482K ﹤0.01%
144,168
-2,239
3913
$482K ﹤0.01%
19,824
+493
3914
$480K ﹤0.01%
8,347
3915
$479K ﹤0.01%
25,802
+1,577
3916
$479K ﹤0.01%
84,358
+26,761
3917
$478K ﹤0.01%
+15,193
3918
$478K ﹤0.01%
139,272
+7,057
3919
$478K ﹤0.01%
+5,742
3920
$477K ﹤0.01%
+4,000
3921
$475K ﹤0.01%
208,276
+184,639
3922
$475K ﹤0.01%
8,958
+8,557
3923
$475K ﹤0.01%
48,662
+46,920
3924
$474K ﹤0.01%
2,070
+325
3925
$473K ﹤0.01%
+47,258