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
1626
$13.4M ﹤0.01%
227,218
+16,976
1627
$13.4M ﹤0.01%
125,090
+1,335
1628
$13.4M ﹤0.01%
256,466
+32,953
1629
$13.3M ﹤0.01%
3,859,746
-390,459
1630
$13.3M ﹤0.01%
273,668
-114,371
1631
$13.3M ﹤0.01%
151,314
-2,669
1632
$13.2M ﹤0.01%
368,608
-61,922
1633
$13.2M ﹤0.01%
273,241
+95,644
1634
$13.1M ﹤0.01%
517,192
+81,399
1635
$13.1M ﹤0.01%
306,076
+26,499
1636
$13.1M ﹤0.01%
821,252
-5,198
1637
$13.1M ﹤0.01%
209,105
+26,986
1638
$13M ﹤0.01%
271,113
-1,128
1639
$13M ﹤0.01%
406,113
+220,883
1640
$13M ﹤0.01%
526,829
+442,164
1641
$13M ﹤0.01%
408,492
+247,288
1642
$13M ﹤0.01%
502,538
+28,425
1643
$12.9M ﹤0.01%
269,712
-42,273
1644
$12.8M ﹤0.01%
717,256
-308,992
1645
$12.8M ﹤0.01%
916,172
-157,738
1646
$12.8M ﹤0.01%
202,491
+60,738
1647
$12.8M ﹤0.01%
431,059
-7,253
1648
$12.8M ﹤0.01%
1,290,588
-149,884
1649
$12.7M ﹤0.01%
1,069,198
+99,209
1650
$12.7M ﹤0.01%
263,312
-36,676