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
2426
$3.94M ﹤0.01%
30,062
-1,348,872
2427
$3.94M ﹤0.01%
70,600
+70,155
2428
$3.94M ﹤0.01%
156,616
+22,500
2429
$3.94M ﹤0.01%
141,141
+36,204
2430
$3.93M ﹤0.01%
504,681
+360,615
2431
$3.91M ﹤0.01%
399,907
-93
2432
$3.9M ﹤0.01%
+399,724
2433
$3.9M ﹤0.01%
400,000
-54,127
2434
$3.89M ﹤0.01%
162,017
-1,350
2435
$3.88M ﹤0.01%
397,254
-116,076
2436
$3.88M ﹤0.01%
169,590
+26,809
2437
$3.88M ﹤0.01%
251,005
+156,069
2438
$3.88M ﹤0.01%
178,191
+13,332
2439
$3.87M ﹤0.01%
348,585
-558,503
2440
$3.86M ﹤0.01%
394,305
-258,550
2441
$3.86M ﹤0.01%
330,606
+159,333
2442
$3.84M ﹤0.01%
99,784
-2,731
2443
$3.84M ﹤0.01%
352,865
+21,732
2444
$3.83M ﹤0.01%
65,394
-657
2445
$3.83M ﹤0.01%
76,316
-45,203
2446
$3.83M ﹤0.01%
568,044
-509,533
2447
$3.82M ﹤0.01%
40,000
-18,615
2448
$3.81M ﹤0.01%
474,698
+51,780
2449
$3.8M ﹤0.01%
120,541
+903
2450
$3.79M ﹤0.01%
183,281
+9,549