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
$445B
AUM Growth
+$20.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,922
New
Increased
Reduced
Closed

Top Buys

1 +$763M
2 +$738M
3 +$562M
4
AMZN icon
Amazon
AMZN
+$467M
5
NKE icon
Nike
NKE
+$454M

Top Sells

1 +$4.11B
2 +$1.13B
3 +$719M
4
AABA
Altaba Inc
AABA
+$701M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$654M

Sector Composition

1 Financials 15.55%
2 Technology 13.01%
3 Healthcare 10.06%
4 Consumer Discretionary 9.16%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.69M ﹤0.01%
68,949
+67,944
2452
$2.68M ﹤0.01%
73,335
+58,458
2453
$2.67M ﹤0.01%
135,293
+16,734
2454
$2.66M ﹤0.01%
35,337
-108,573
2455
$2.65M ﹤0.01%
188,085
+107,160
2456
$2.65M ﹤0.01%
553,601
+214,146
2457
$2.63M ﹤0.01%
25,449
-1,147
2458
$2.62M ﹤0.01%
113,778
+112,538
2459
$2.61M ﹤0.01%
1,315
+1,311
2460
$2.61M ﹤0.01%
72,252
+51,092
2461
$2.61M ﹤0.01%
98,632
+41,071
2462
$2.59M ﹤0.01%
62,515
-14,839
2463
$2.59M ﹤0.01%
73,225
-27,851
2464
$2.59M ﹤0.01%
75,429
+32,779
2465
$2.59M ﹤0.01%
27,516
-1,598
2466
$2.58M ﹤0.01%
506,710
-130,640
2467
$2.58M ﹤0.01%
216,883
-131,715
2468
$2.58M ﹤0.01%
218,534
+72,326
2469
$2.58M ﹤0.01%
152,894
-833,753
2470
$2.57M ﹤0.01%
16,856
+4,960
2471
$2.57M ﹤0.01%
101,807
-49,896
2472
$2.57M ﹤0.01%
57,154
+26,699
2473
$2.56M ﹤0.01%
85,869
+35,774
2474
$2.56M ﹤0.01%
56,546
-7,534
2475
$2.56M ﹤0.01%
79,662
-235,338