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
$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
2576
$3.1M ﹤0.01%
67,785
+65,446
2577
$3.1M ﹤0.01%
72,545
+13,405
2578
$3.1M ﹤0.01%
127,923
-26,564
2579
$3.09M ﹤0.01%
52,104
+1,837
2580
$3.09M ﹤0.01%
117,816
+47,207
2581
$3.09M ﹤0.01%
34,717
+6,482
2582
$3.08M ﹤0.01%
58,861
+18,051
2583
$3.07M ﹤0.01%
43,874
+27,207
2584
$3.07M ﹤0.01%
103,417
+9,007
2585
$3.06M ﹤0.01%
75,769
+20,359
2586
$3.06M ﹤0.01%
55,037
-6,233
2587
$3.06M ﹤0.01%
146,738
-109,294
2588
$3.06M ﹤0.01%
115,602
+48,366
2589
$3.05M ﹤0.01%
114,013
+46,372
2590
$3.05M ﹤0.01%
106,731
+41,319
2591
$3.05M ﹤0.01%
346,309
-13,601
2592
$3.05M ﹤0.01%
12,275
+207
2593
$3.05M ﹤0.01%
568,077
+87,120
2594
$3.04M ﹤0.01%
17,356
-18,493
2595
$3.04M ﹤0.01%
100,032
-56,599
2596
$3.04M ﹤0.01%
109,027
+87,929
2597
$3.04M ﹤0.01%
50,234
-6,245
2598
$3.04M ﹤0.01%
369,713
+132,851
2599
$3.03M ﹤0.01%
23,966
+3,748
2600
$3.03M ﹤0.01%
33,731
+518