JP Morgan Chase

JP Morgan Chase 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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.7B
3 +$1.66B
4
DE icon
Deere & Co
DE
+$1.52B
5
AMZN icon
Amazon
AMZN
+$1.21B

Top Sells

1 +$1.6B
2 +$1.44B
3 +$1.37B
4
CRM icon
Salesforce
CRM
+$1.25B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.05B

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$5.06M ﹤0.01%
+500,000
2552
$5.05M ﹤0.01%
100,000
-157,963
2553
$5.04M ﹤0.01%
240,847
+149,995
2554
$5.03M ﹤0.01%
334,568
+205,228
2555
$5.02M ﹤0.01%
+199,900
2556
$5.02M ﹤0.01%
24,009
+15,499
2557
$5.01M ﹤0.01%
114,543
-8,521
2558
$5M ﹤0.01%
76,511
+708
2559
$4.99M ﹤0.01%
182,175
-27,241
2560
$4.98M ﹤0.01%
+278,386
2561
$4.98M ﹤0.01%
743,370
+692,006
2562
$4.97M ﹤0.01%
66,391
-7,196
2563
$4.96M ﹤0.01%
97,989
+42,129
2564
$4.95M ﹤0.01%
122,233
+10,731
2565
$4.95M ﹤0.01%
131,620
+97,870
2566
$4.93M ﹤0.01%
1,130,586
+1,121,841
2567
$4.93M ﹤0.01%
42,512
-33,130
2568
$4.93M ﹤0.01%
158,748
+40,702
2569
$4.93M ﹤0.01%
469,855
-34,605
2570
$4.93M ﹤0.01%
+450,000
2571
$4.92M ﹤0.01%
243,735
+122,624
2572
$4.92M ﹤0.01%
164,562
+152,849
2573
$4.92M ﹤0.01%
+149,375
2574
$4.92M ﹤0.01%
+114,672
2575
$4.92M ﹤0.01%
+494,939