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
176
$831M 0.12%
7,314,058
+2,485,507
177
$823M 0.11%
3,920,579
-232,055
178
$807M 0.11%
2,581,780
-199,883
179
$805M 0.11%
4,758,188
+1,154,892
180
$797M 0.11%
24,746,536
-223,052
181
$793M 0.11%
2,166,092
+659,714
182
$789M 0.11%
8,807,605
+2,687,432
183
$785M 0.11%
12,507,683
-333,490
184
$784M 0.11%
3,078,050
-1,432,437
185
$780M 0.11%
6,995,917
+115,283
186
$777M 0.11%
2,636,773
+208
187
$774M 0.11%
10,383,449
-978,243
188
$770M 0.11%
11,812,452
-770,638
189
$769M 0.11%
+15,864,191
190
$764M 0.11%
12,978,739
+397,587
191
$750M 0.1%
3,447,911
+124,002
192
$748M 0.1%
3,799,699
-635,044
193
$744M 0.1%
4,428,831
-480,733
194
$743M 0.1%
2,483,093
+504,794
195
$732M 0.1%
7,753,285
-942,988
196
$729M 0.1%
3,752,518
-358,744
197
$729M 0.1%
3,066,150
-584,395
198
$725M 0.1%
8,018,951
+3,363,979
199
$722M 0.1%
5,757,212
+227,042
200
$708M 0.1%
3,160,008
+108,080