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
2376
$4.23M ﹤0.01%
304,013
-119,786
2377
$4.23M ﹤0.01%
58,018
-32,199
2378
$4.23M ﹤0.01%
64,426
-1,602
2379
$4.22M ﹤0.01%
88,078
+3,368
2380
$4.22M ﹤0.01%
422,471
+111,450
2381
$4.21M ﹤0.01%
150,385
-49,951
2382
$4.21M ﹤0.01%
419,930
-285,560
2383
$4.21M ﹤0.01%
176,706
-910,329
2384
$4.19M ﹤0.01%
413,529
+272,158
2385
$4.18M ﹤0.01%
574,055
-157,386
2386
$4.17M ﹤0.01%
370,631
+223,473
2387
$4.17M ﹤0.01%
84,000
-121,496
2388
$4.17M ﹤0.01%
+425,000
2389
$4.16M ﹤0.01%
95,339
-4,568
2390
$4.16M ﹤0.01%
42,637
+29,038
2391
$4.16M ﹤0.01%
43,737
+18,780
2392
$4.16M ﹤0.01%
237,928
+65,315
2393
$4.15M ﹤0.01%
286,727
+161,072
2394
$4.15M ﹤0.01%
156,730
-291,844
2395
$4.14M ﹤0.01%
8,753
+1,389
2396
$4.14M ﹤0.01%
53,174
+8,340
2397
$4.14M ﹤0.01%
47,593
+28,868
2398
$4.13M ﹤0.01%
94,318
-22,290
2399
$4.12M ﹤0.01%
37,586
+12,032
2400
$4.12M ﹤0.01%
1,381,959
+994,489