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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.7B
3 +$1.66B
4
DE icon
Deere & Co
DE
+$1.52B
5
AMZN icon
Amazon
AMZN
+$1.21B

Top Sells

1 +$1.6B
2 +$1.44B
3 +$1.37B
4
CRM icon
Salesforce
CRM
+$1.25B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.05B

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$59.2M 0.01%
978,210
+339,465
1002
$59.1M 0.01%
794,195
+275,484
1003
$59M 0.01%
1,345,752
+799,801
1004
$58.1M 0.01%
3,013,372
+1,506,640
1005
$58.1M 0.01%
809,927
+176,056
1006
$57.9M 0.01%
300,152
+100,951
1007
$57.8M 0.01%
902,639
-161,776
1008
$57.6M 0.01%
968,128
+400,211
1009
$57.5M 0.01%
697,700
+97,698
1010
$57.5M 0.01%
799,797
+85,639
1011
$57.3M 0.01%
1,040,988
-6,834
1012
$56.9M 0.01%
997,781
+221,018
1013
$56.7M 0.01%
1,236,171
+76,031
1014
$56.7M 0.01%
331,074
-28,315
1015
$56.7M 0.01%
411,882
+133,488
1016
$56.6M 0.01%
3,179,544
+3,176,138
1017
$56.5M 0.01%
592,438
-24,275
1018
$56.5M 0.01%
370,323
-209,814
1019
$56.4M 0.01%
2,620,071
-593,993
1020
$56.2M 0.01%
753,598
-1,001
1021
$55.9M 0.01%
1,388,633
+62,566
1022
$55.7M 0.01%
363,372
+245,468
1023
$55.6M 0.01%
1,731,734
+1,436,999
1024
$55.5M 0.01%
904,502
+15,265
1025
$55.1M 0.01%
+1,042,721