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
401
$195M 0.04%
3,718,715
-766,777
402
$194M 0.04%
2,995,594
-541,751
403
$193M 0.04%
1,087,335
+61,869
404
$190M 0.04%
2,161,258
-521,095
405
$190M 0.04%
7,850,148
+104,346
406
$190M 0.04%
10,422,923
+1,943,653
407
$188M 0.04%
1,204,068
-583,617
408
$188M 0.04%
4,773,314
-299,909
409
$188M 0.04%
8,905,132
+752,021
410
$186M 0.04%
3,653,038
+320,809
411
$186M 0.04%
1,589,225
-18,582
412
$184M 0.04%
2,590,901
-364,259
413
$183M 0.04%
2,424,384
-390,820
414
$183M 0.04%
1,851,622
+4,151
415
$183M 0.04%
1,921,314
-195,951
416
$182M 0.04%
1,617,045
-139,212
417
$180M 0.04%
3,262,524
+334,062
418
$180M 0.04%
4,374,087
+310,789
419
$176M 0.04%
2,530,883
+1,154,028
420
$176M 0.04%
4,082,983
+771,517
421
$176M 0.04%
3,657,864
-146,782
422
$175M 0.04%
1,688,184
+251,841
423
$175M 0.04%
2,177,263
-46,874
424
$175M 0.04%
4,623,792
-1,791,846
425
$174M 0.04%
3,153,876
+406,225