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
4601
$50K ﹤0.01%
8,806
4602
$49K ﹤0.01%
6,400
-4,305
4603
$49K ﹤0.01%
+3,500
4604
$49K ﹤0.01%
+601
4605
$49K ﹤0.01%
2,162
-3,185
4606
$49K ﹤0.01%
627
-95
4607
$49K ﹤0.01%
+606
4608
$49K ﹤0.01%
1,092
-3,552
4609
$49K ﹤0.01%
+2,500
4610
$48K ﹤0.01%
816
4611
$48K ﹤0.01%
+6,407
4612
$48K ﹤0.01%
298
+29
4613
$47K ﹤0.01%
14,586
+2,034
4614
$47K ﹤0.01%
35
+7
4615
$47K ﹤0.01%
+15,150
4616
$46K ﹤0.01%
3,969
+1,841
4617
$46K ﹤0.01%
+1,200
4618
$46K ﹤0.01%
5,912
+634
4619
$46K ﹤0.01%
20,239
4620
$45K ﹤0.01%
1,424
+651
4621
$45K ﹤0.01%
10,227
+1,630
4622
$45K ﹤0.01%
40,535
+4,076
4623
$45K ﹤0.01%
10,319
+196
4624
$45K ﹤0.01%
7,876
-1,023
4625
0