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
4551
$60K ﹤0.01%
+430
4552
$60K ﹤0.01%
9,062
-1,605
4553
$60K ﹤0.01%
+6,018
4554
$59K ﹤0.01%
26,813
+7,102
4555
$59K ﹤0.01%
+26,235
4556
$59K ﹤0.01%
+6,637
4557
$59K ﹤0.01%
10,465
-13,910
4558
$59K ﹤0.01%
+12,805
4559
0
4560
$58K ﹤0.01%
+1,047
4561
$58K ﹤0.01%
1,490
4562
$58K ﹤0.01%
3,752
+269
4563
$58K ﹤0.01%
3,239
+315
4564
$58K ﹤0.01%
9,571
+6,527
4565
$57K ﹤0.01%
2,329
+2,093
4566
$56K ﹤0.01%
3,400
+1,500
4567
$56K ﹤0.01%
+800
4568
$55K ﹤0.01%
+6,062
4569
$55K ﹤0.01%
15,356
+8,586
4570
$55K ﹤0.01%
2,964
4571
$55K ﹤0.01%
1,499
-754
4572
$55K ﹤0.01%
3,667
+857
4573
$55K ﹤0.01%
8,202
+7,839
4574
$54K ﹤0.01%
24,008
-6,473
4575
$54K ﹤0.01%
693
+78