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
1651
$12.7M ﹤0.01%
399,609
+38,557
1652
$12.6M ﹤0.01%
743,145
-19,854
1653
$12.5M ﹤0.01%
200,955
-76,606
1654
$12.5M ﹤0.01%
119,729
-542
1655
$12.5M ﹤0.01%
266,141
-4,581,689
1656
$12.5M ﹤0.01%
511,036
+311,436
1657
$12.5M ﹤0.01%
482,337
-362,470
1658
$12.5M ﹤0.01%
586,296
+53,574
1659
$12.4M ﹤0.01%
133,463
+1,341
1660
$12.4M ﹤0.01%
195,852
-10,050
1661
$12.3M ﹤0.01%
415,440
-55,537
1662
$12.3M ﹤0.01%
99,082
+19,657
1663
$12.3M ﹤0.01%
1,237,313
+43,926
1664
$12.3M ﹤0.01%
361,943
+544
1665
$12.3M ﹤0.01%
212,530
-34,838
1666
$12.2M ﹤0.01%
209,437
+66,196
1667
$12.2M ﹤0.01%
124,222
-1,030,746
1668
$12.1M ﹤0.01%
199,668
-61,600
1669
$12M ﹤0.01%
504,647
+399,611
1670
$11.9M ﹤0.01%
241,705
-31,543
1671
$11.9M ﹤0.01%
208,421
+88,896
1672
$11.9M ﹤0.01%
194,279
+10,159
1673
$11.9M ﹤0.01%
214,934
+72,861
1674
$11.9M ﹤0.01%
218,355
-612,859
1675
$11.9M ﹤0.01%
603,378
+439,903