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
1501
$16.5M ﹤0.01%
262,499
+13,911
1502
$16.4M ﹤0.01%
294,429
-5,281
1503
$16.4M ﹤0.01%
1,684,639
+543,228
1504
$16.4M ﹤0.01%
2,078,373
+89,561
1505
$16.4M ﹤0.01%
+298,323
1506
$16.4M ﹤0.01%
165,151
+46,173
1507
$16.4M ﹤0.01%
374,764
+220,741
1508
$16.4M ﹤0.01%
12,670
-603
1509
$16.4M ﹤0.01%
262,062
-12,396
1510
$16.4M ﹤0.01%
144,203
+16,851
1511
$16.4M ﹤0.01%
185,602
-17,945
1512
$16.3M ﹤0.01%
972,575
-166,003
1513
$16.3M ﹤0.01%
172,639
+104,079
1514
$16.2M ﹤0.01%
189,527
+106,758
1515
$16.1M ﹤0.01%
88,395
+18,424
1516
$16.1M ﹤0.01%
153,064
-45,370
1517
$16.1M ﹤0.01%
247,541
-29,021
1518
$16.1M ﹤0.01%
626,061
+62,299
1519
$16.1M ﹤0.01%
132,639
+1,357
1520
$16.1M ﹤0.01%
486,801
+60,218
1521
$16M ﹤0.01%
926,079
-275,112
1522
$16M ﹤0.01%
2,495,314
+9,535
1523
$16M ﹤0.01%
1,810,530
-239,688
1524
$16M ﹤0.01%
220,405
-6,140
1525
$16M ﹤0.01%
2,028,118
-37,891