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
1401
$19.6M ﹤0.01%
343,102
+113,017
1402
$19.5M ﹤0.01%
183,717
+17,982
1403
$19.5M ﹤0.01%
548,463
+38,865
1404
$19.4M ﹤0.01%
98,617
+72,818
1405
$19.4M ﹤0.01%
260,649
-41,656
1406
$19.4M ﹤0.01%
149,393
+57,678
1407
$19.3M ﹤0.01%
1,855,704
-40,577
1408
$19.3M ﹤0.01%
421,568
+14,426
1409
$19.3M ﹤0.01%
641,583
-14,513
1410
$19.2M ﹤0.01%
296,482
+125,915
1411
$19.2M ﹤0.01%
6,885,677
+759,541
1412
$19.2M ﹤0.01%
643,347
-216,592
1413
$19.1M ﹤0.01%
509,118
+102,740
1414
$19.1M ﹤0.01%
947,236
+2,066
1415
$19.1M ﹤0.01%
774,030
+149,299
1416
$19M ﹤0.01%
2,087,619
+729,376
1417
$19M ﹤0.01%
250,356
-46,877
1418
$19M ﹤0.01%
651,381
-3,525
1419
$19M ﹤0.01%
231,636
+23,250
1420
$19M ﹤0.01%
831,995
-603,864
1421
$19M ﹤0.01%
1,039,046
-16,713
1422
$18.9M ﹤0.01%
927,964
+602,257
1423
$18.9M ﹤0.01%
4,836,659
+1,942,270
1424
$18.9M ﹤0.01%
1,583,765
+475,253
1425
$18.9M ﹤0.01%
484,723