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
376
$222M 0.05%
6,254,216
+471,027
377
$221M 0.05%
5,381,111
-7,928,737
378
$220M 0.05%
7,648,997
+1,141,116
379
$219M 0.05%
1,610,570
+213,756
380
$218M 0.05%
365,343
+11,356
381
$217M 0.05%
1,617,341
-42,271
382
$211M 0.04%
12,231,584
-5,381,195
383
$211M 0.04%
2,396,603
-188,375
384
$210M 0.04%
4,674,861
-10,693,333
385
$210M 0.04%
4,597,180
+46,883
386
$209M 0.04%
19,345,780
+940,924
387
$208M 0.04%
6,450,939
+2,537,674
388
$207M 0.04%
10,040,158
+550,364
389
$206M 0.04%
2,175,873
+73,526
390
$204M 0.04%
1,515,597
-157,136
391
$202M 0.04%
2,700,784
-60,160
392
$201M 0.04%
9,209,765
-34,267
393
$199M 0.04%
3,353,507
-122,947
394
$199M 0.04%
3,594,617
-984,224
395
$198M 0.04%
4,935,944
-962,304
396
$197M 0.04%
4,429,678
+2,152,798
397
$195M 0.04%
1,110,403
+616,813
398
$195M 0.04%
6,944,559
+1,309,977
399
$195M 0.04%
1,445,236
+280,125
400
$195M 0.04%
8,474,397
+106,854