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
1576
$19.5M ﹤0.01%
126,272
+14,728
1577
$19.5M ﹤0.01%
391,152
+112,968
1578
$19.5M ﹤0.01%
373,644
-277,211
1579
$19.5M ﹤0.01%
197,546
+140,745
1580
$19.5M ﹤0.01%
136,843
+129,905
1581
$19.4M ﹤0.01%
259,608
+15,911
1582
$19.4M ﹤0.01%
165,369
+20,721
1583
$19.4M ﹤0.01%
303,757
-44,189
1584
$19.3M ﹤0.01%
272,581
+94,163
1585
$19.3M ﹤0.01%
1,332,260
+97,099
1586
$19.3M ﹤0.01%
362,731
-119,732
1587
$19.3M ﹤0.01%
215,017
+70,230
1588
$19.2M ﹤0.01%
50,458
+3,431
1589
$19.2M ﹤0.01%
804,990
+135,435
1590
$19.1M ﹤0.01%
215,045
+6,042
1591
$19.1M ﹤0.01%
274,384
+77,237
1592
$19.1M ﹤0.01%
656,391
-4,381,546
1593
$19.1M ﹤0.01%
1,784,412
-114,846
1594
$19M ﹤0.01%
127,338
+49,756
1595
$19M ﹤0.01%
616,802
+23,513
1596
$18.9M ﹤0.01%
35,083
+17,656
1597
$18.9M ﹤0.01%
150,730
-139,774
1598
$18.9M ﹤0.01%
326,114
+38,116
1599
$18.8M ﹤0.01%
273,739
+23,386
1600
$18.8M ﹤0.01%
169,940
+6,365