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
1551
$20.1M ﹤0.01%
4,692,468
-697,145
1552
$20.1M ﹤0.01%
60,942
+1,644
1553
$20.1M ﹤0.01%
711,658
+251,438
1554
$20.1M ﹤0.01%
4,318,973
+1,024,031
1555
$20.1M ﹤0.01%
1,941,185
+558,958
1556
$20M ﹤0.01%
238,645
+21,881
1557
$20M ﹤0.01%
453,697
+112,892
1558
$20M ﹤0.01%
1,150,504
+33,924
1559
$19.9M ﹤0.01%
1,677,274
+394,502
1560
$19.9M ﹤0.01%
1,866,985
-401,212
1561
$19.9M ﹤0.01%
415,845
-58,583
1562
$19.8M ﹤0.01%
647,078
+101,727
1563
$19.8M ﹤0.01%
399,852
-238,689
1564
$19.8M ﹤0.01%
665,479
+42,622
1565
$19.8M ﹤0.01%
1,376,221
-132,328
1566
$19.8M ﹤0.01%
262,621
-134,855
1567
$19.8M ﹤0.01%
423,317
-602,649
1568
$19.7M ﹤0.01%
138,285
+11,519
1569
$19.7M ﹤0.01%
2,383,287
+981,491
1570
$19.7M ﹤0.01%
898,606
+168,005
1571
$19.7M ﹤0.01%
624,145
-261,632
1572
$19.6M ﹤0.01%
3,380,130
+574,944
1573
$19.6M ﹤0.01%
588,491
+364,640
1574
$19.6M ﹤0.01%
183,254
+5,734
1575
$19.6M ﹤0.01%
1,540,538
+765,997