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
$445B
AUM Growth
+$20.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,922
New
Increased
Reduced
Closed

Top Buys

1 +$763M
2 +$738M
3 +$562M
4
AMZN icon
Amazon
AMZN
+$467M
5
NKE icon
Nike
NKE
+$454M

Top Sells

1 +$4.11B
2 +$1.13B
3 +$719M
4
AABA
Altaba Inc
AABA
+$701M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$654M

Sector Composition

1 Financials 15.55%
2 Technology 13.01%
3 Healthcare 10.06%
4 Consumer Discretionary 9.16%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$808M 0.17%
8,792,850
-1,415,841
127
$808M 0.17%
13,662,269
+1,196,477
128
$801M 0.17%
17,361,646
+4,814,544
129
$794M 0.17%
14,814,342
+164,926
130
$781M 0.16%
20,570,345
-1,171,150
131
$779M 0.16%
10,593,511
+770,311
132
$777M 0.16%
7,108,250
-1,894,666
133
$761M 0.16%
18,119,693
+858,385
134
$760M 0.16%
6,256,050
+6,073,984
135
$756M 0.16%
19,733,546
-1,544,347
136
$756M 0.16%
5,507,398
+2,547,678
137
$730M 0.15%
6,806,141
+2,919,199
138
$728M 0.15%
8,776,097
+2,076,178
139
$727M 0.15%
6,326,778
+643,574
140
$722M 0.15%
3,454,549
-1,011,679
141
$718M 0.15%
4,235,886
-154,921
142
$716M 0.15%
5,672,724
-1,855,754
143
$690M 0.15%
9,725,679
-1,278,877
144
$688M 0.14%
37,409,645
+1,754,930
145
$683M 0.14%
8,731,106
+1,509,934
146
$672M 0.14%
5,153,981
-486,420
147
$670M 0.14%
12,877,328
-112,308
148
$668M 0.14%
2,623,938
-3,859
149
$661M 0.14%
6,955,957
-224,954
150
$660M 0.14%
7,188,722
+1,825,293