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
1751
$10.7M ﹤0.01%
447,381
+263,537
1752
$10.7M ﹤0.01%
160,588
+153,208
1753
$10.7M ﹤0.01%
1,095,000
+846,573
1754
$10.7M ﹤0.01%
235,180
+72,611
1755
$10.7M ﹤0.01%
204,657
+108,139
1756
$10.7M ﹤0.01%
503,007
+16,303
1757
$10.7M ﹤0.01%
95,688
+19,994
1758
$10.7M ﹤0.01%
189,979
-75,221
1759
$10.7M ﹤0.01%
295,513
-36,782
1760
$10.6M ﹤0.01%
405,284
-53,358
1761
$10.6M ﹤0.01%
720,549
+23,697
1762
$10.6M ﹤0.01%
161,460
+6,749
1763
$10.6M ﹤0.01%
215,684
-9,763
1764
$10.6M ﹤0.01%
150,205
+26,724
1765
$10.6M ﹤0.01%
1,567,256
-509,398
1766
$10.5M ﹤0.01%
1,173,279
+31,636
1767
$10.5M ﹤0.01%
368,579
+112,226
1768
$10.5M ﹤0.01%
417,454
+192,382
1769
$10.5M ﹤0.01%
2,129,449
+31,696
1770
$10.5M ﹤0.01%
47,542
-22,262
1771
$10.5M ﹤0.01%
106,702
+52,155
1772
$10.4M ﹤0.01%
956,547
+473,964
1773
$10.4M ﹤0.01%
342,873
+67,961
1774
$10.4M ﹤0.01%
534,650
+171,862
1775
$10.4M ﹤0.01%
255,638
+35,495