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
1601
$18.8M ﹤0.01%
76,090
-2,806
1602
$18.7M ﹤0.01%
436,280
-195,352
1603
$18.7M ﹤0.01%
492,079
+203,797
1604
$18.7M ﹤0.01%
207,049
+34,293
1605
$18.7M ﹤0.01%
329,602
+33,828
1606
$18.7M ﹤0.01%
429,419
+85,926
1607
$18.7M ﹤0.01%
204,177
-50,342
1608
$18.6M ﹤0.01%
113,544
+22,828
1609
$18.6M ﹤0.01%
172,940
+10,147
1610
$18.6M ﹤0.01%
851,422
+13,823
1611
$18.6M ﹤0.01%
1,198,687
+361,737
1612
$18.5M ﹤0.01%
102,982
-890,654
1613
$18.5M ﹤0.01%
102,245
-46,057
1614
$18.5M ﹤0.01%
2,188,759
-259,770
1615
$18.4M ﹤0.01%
293,655
-19,677
1616
$18.4M ﹤0.01%
143,551
-145,854
1617
$18.4M ﹤0.01%
351,799
+78,550
1618
$18.4M ﹤0.01%
977,264
+312,397
1619
$18.4M ﹤0.01%
242,626
+42,833
1620
$18.4M ﹤0.01%
439,957
+23,341
1621
$18.4M ﹤0.01%
631,164
+365,960
1622
$18.4M ﹤0.01%
661,807
+54,867
1623
$18.4M ﹤0.01%
385,450
+140,109
1624
$18.4M ﹤0.01%
214,266
-363,888
1625
$18.4M ﹤0.01%
1,799,510
+530,445