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
2251
$5.23M ﹤0.01%
28,123
+6,253
2252
$5.23M ﹤0.01%
203,051
+126,545
2253
$5.22M ﹤0.01%
+239,967
2254
$5.22M ﹤0.01%
530,409
+97,098
2255
$5.21M ﹤0.01%
4,873,284
+295,694
2256
$5.19M ﹤0.01%
167,214
+8,421
2257
$5.19M ﹤0.01%
32,377
+4,446
2258
$5.18M ﹤0.01%
246,391
+54,322
2259
$5.17M ﹤0.01%
160,006
-98,671
2260
$5.17M ﹤0.01%
+239,577
2261
$5.16M ﹤0.01%
205,472
-171,300
2262
$5.16M ﹤0.01%
17,029
+419
2263
$5.16M ﹤0.01%
785,131
-2,134,104
2264
$5.15M ﹤0.01%
264,446
-743
2265
$5.14M ﹤0.01%
585,884
2266
$5.14M ﹤0.01%
132,635
-40,961
2267
$5.13M ﹤0.01%
251,671
+30,006
2268
$5.13M ﹤0.01%
2,029,463
-646,680
2269
$5.13M ﹤0.01%
313,596
+18,918
2270
$5.13M ﹤0.01%
216,082
-2,804
2271
$5.12M ﹤0.01%
325,060
-75
2272
$5.09M ﹤0.01%
104,752
+100,664
2273
$5.03M ﹤0.01%
647,880
-1,890,402
2274
$5.02M ﹤0.01%
256,045
+112,796
2275
$5.01M ﹤0.01%
111,466
-17,264