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
1076
$37.6M 0.01%
4,302,522
-1,554,046
1077
$37.3M 0.01%
184,469
-23,032
1078
$37.3M 0.01%
96,766
+1,065
1079
$37.1M 0.01%
3,612,745
+174,998
1080
$37M 0.01%
541,180
+7,902
1081
$36.9M 0.01%
1,752,614
+302,231
1082
$36.9M 0.01%
3,103,885
-100,030
1083
$36.9M 0.01%
423,962
+26,648
1084
$36.6M 0.01%
844,172
-263,656
1085
$36.6M 0.01%
1,030,438
+770,652
1086
$36.6M 0.01%
218,498
+41,555
1087
$36.5M 0.01%
307,817
+17,122
1088
$36.2M 0.01%
420,688
+78,811
1089
$36.1M 0.01%
1,196,944
+724,779
1090
$36.1M 0.01%
1,852,852
+512,237
1091
$36.1M 0.01%
317,012
-743,814
1092
$36.1M 0.01%
293,922
-45,025
1093
$36.1M 0.01%
461,623
+272
1094
$36.1M 0.01%
354,134
+278,698
1095
$36.1M 0.01%
3,087,777
+1,156,999
1096
$36M 0.01%
1,086,604
-61,238
1097
$35.9M 0.01%
1,491,956
-210,968
1098
$35.9M 0.01%
384,921
-506,546
1099
$35.7M 0.01%
579,055
-614,659
1100
$35.6M 0.01%
522,328
+113,004