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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,293
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$2.17B
3 +$1.8B
4
AMZN icon
Amazon
AMZN
+$1.7B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.41B

Top Sells

1 +$4.17B
2 +$1.58B
3 +$659M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$627M
5
CERN
Cerner Corp
CERN
+$608M

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4326
$116K ﹤0.01%
14,059
-67,808
4327
$116K ﹤0.01%
5,475
-2,095
4328
$116K ﹤0.01%
5,119
+356
4329
$115K ﹤0.01%
+29,913
4330
$115K ﹤0.01%
25,576
+19,275
4331
$114K ﹤0.01%
22,923
-36,641
4332
$113K ﹤0.01%
5,416
+833
4333
$112K ﹤0.01%
6,800
-78,368
4334
$112K ﹤0.01%
6,300
+270
4335
$111K ﹤0.01%
8,424
-316
4336
$111K ﹤0.01%
+25,515
4337
$111K ﹤0.01%
5,859
+5,066
4338
$111K ﹤0.01%
+11,300
4339
$110K ﹤0.01%
12,132
-490
4340
$110K ﹤0.01%
8,435
-2,870
4341
$110K ﹤0.01%
700
-182
4342
$110K ﹤0.01%
10,443
+106
4343
$110K ﹤0.01%
107,200
-180,400
4344
$109K ﹤0.01%
13,428
-5,809
4345
$109K ﹤0.01%
13,697
+8,870
4346
$109K ﹤0.01%
+224
4347
$109K ﹤0.01%
6,810
+5,348
4348
$109K ﹤0.01%
27,831
+6,995
4349
$108K ﹤0.01%
8,431
+2,138
4350
$108K ﹤0.01%
+31,953