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
4001
$403K ﹤0.01%
20,685
+5,254
4002
$403K ﹤0.01%
13,285
4003
$401K ﹤0.01%
163,593
+8,490
4004
$401K ﹤0.01%
21,749
-1,710
4005
$400K ﹤0.01%
28,524
-221
4006
$398K ﹤0.01%
17,552
+16,525
4007
$398K ﹤0.01%
11,696
+5,635
4008
$398K ﹤0.01%
10,568
-33,190
4009
$397K ﹤0.01%
22,784
+338
4010
$396K ﹤0.01%
22,275
-4,005
4011
$396K ﹤0.01%
1,534
+230
4012
$395K ﹤0.01%
17,628
+1,023
4013
$395K ﹤0.01%
268,390
+7,221
4014
$393K ﹤0.01%
6,389
+555
4015
$392K ﹤0.01%
9,457
+9,232
4016
$391K ﹤0.01%
1,025
+860
4017
$390K ﹤0.01%
20,600
-367
4018
$389K ﹤0.01%
21,477
+2,086
4019
$389K ﹤0.01%
+13,874
4020
$389K ﹤0.01%
12,232
4021
$386K ﹤0.01%
21,917
+1,557
4022
$386K ﹤0.01%
68,116
-1,332
4023
$385K ﹤0.01%
122,940
+54,656
4024
$384K ﹤0.01%
+956
4025
$381K ﹤0.01%
68,882
-6,460