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
2276
$5.01M ﹤0.01%
58,736
-15,632
2277
$5.01M ﹤0.01%
266,030
+71,001
2278
$5M ﹤0.01%
357,289
+204,933
2279
$5M ﹤0.01%
626,319
+405,396
2280
$4.99M ﹤0.01%
114,057
-112,648
2281
$4.97M ﹤0.01%
1,192,045
-21,750
2282
$4.95M ﹤0.01%
496,688
-2,936,477
2283
$4.94M ﹤0.01%
316,926
-123,775
2284
$4.94M ﹤0.01%
166,464
+12,188
2285
$4.92M ﹤0.01%
497,985
+303,664
2286
$4.91M ﹤0.01%
382,081
-888
2287
$4.91M ﹤0.01%
230,283
-64,316
2288
$4.9M ﹤0.01%
226,209
+110,495
2289
$4.89M ﹤0.01%
70,991
-14,249
2290
$4.87M ﹤0.01%
194,921
+46,592
2291
$4.86M ﹤0.01%
857,530
+406,234
2292
$4.86M ﹤0.01%
207,611
+24,331
2293
$4.85M ﹤0.01%
299,673
-87,608
2294
$4.83M ﹤0.01%
68,372
+3,145
2295
$4.82M ﹤0.01%
116,905
+22,793
2296
$4.82M ﹤0.01%
485,831
-145,000
2297
$4.82M ﹤0.01%
305,152
+50,954
2298
$4.82M ﹤0.01%
205,762
+19,463
2299
$4.81M ﹤0.01%
207,104
+52,580
2300
$4.77M ﹤0.01%
120,273
-552,450