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
1301
$30M ﹤0.01%
143,700
+35,097
1302
$29.9M ﹤0.01%
794,898
+274,416
1303
$29.8M ﹤0.01%
563,957
-37,169
1304
$29.8M ﹤0.01%
+775,000
1305
$29.6M ﹤0.01%
543,700
+295,873
1306
$29.6M ﹤0.01%
384,278
+144,966
1307
$29.6M ﹤0.01%
183,810
+86,197
1308
$29.2M ﹤0.01%
1,244,975
-17,074
1309
$29.1M ﹤0.01%
2,879,564
-246,415
1310
$28.9M ﹤0.01%
430,163
-1,437
1311
$28.8M ﹤0.01%
201,994
+19,691
1312
$28.7M ﹤0.01%
1,674,745
+294,516
1313
$28.7M ﹤0.01%
1,081,797
-819,507
1314
$28.6M ﹤0.01%
1,478,430
-24,238
1315
$28.5M ﹤0.01%
295,319
-10,274
1316
$28.5M ﹤0.01%
1,311,886
+579,982
1317
$28.5M ﹤0.01%
170,403
+39,985
1318
$28.5M ﹤0.01%
498,562
+121,164
1319
$28.4M ﹤0.01%
354,488
+120,030
1320
$28.3M ﹤0.01%
578,413
+31,637
1321
$28.3M ﹤0.01%
682,762
-620,394
1322
$28.2M ﹤0.01%
317,852
+224,948
1323
$28.1M ﹤0.01%
262,738
+234,597
1324
$28.1M ﹤0.01%
1,195,269
+96,636
1325
$28.1M ﹤0.01%
223,987
+63,480