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
4026
$38K ﹤0.01%
+1,496
4027
$38K ﹤0.01%
+4,631
4028
$38K ﹤0.01%
+3,342
4029
$37K ﹤0.01%
+1,108
4030
$37K ﹤0.01%
32,241
+27,629
4031
$37K ﹤0.01%
+1,036
4032
$37K ﹤0.01%
875
-64,910
4033
$37K ﹤0.01%
+2,176
4034
$37K ﹤0.01%
+1,958
4035
$37K ﹤0.01%
5,463
-2,487
4036
$37K ﹤0.01%
2,071
-5,753
4037
$36K ﹤0.01%
+1,301
4038
$36K ﹤0.01%
+1,591
4039
$36K ﹤0.01%
+2,424
4040
$36K ﹤0.01%
+455
4041
$36K ﹤0.01%
+1,390
4042
$36K ﹤0.01%
+5,137
4043
$36K ﹤0.01%
+883
4044
$36K ﹤0.01%
+2,600
4045
$36K ﹤0.01%
22
+19
4046
$36K ﹤0.01%
3,491
+3,490
4047
$36K ﹤0.01%
1,602
+1,220
4048
$35K ﹤0.01%
+3,586
4049
$35K ﹤0.01%
+4,767
4050
$35K ﹤0.01%
+237