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
2651
$4.27M ﹤0.01%
122,703
+11,366
2652
$4.26M ﹤0.01%
+40,957
2653
$4.26M ﹤0.01%
158,660
+133,920
2654
$4.25M ﹤0.01%
+100,000
2655
$4.25M ﹤0.01%
408,299
-2,432
2656
$4.23M ﹤0.01%
232,280
+69,667
2657
$4.23M ﹤0.01%
+200,000
2658
$4.22M ﹤0.01%
558,850
+463,121
2659
$4.21M ﹤0.01%
341,578
-69,674
2660
$4.21M ﹤0.01%
88,236
+7,528
2661
$4.21M ﹤0.01%
60,783
+1,912
2662
$4.2M ﹤0.01%
1,795,068
+1,164,665
2663
$4.2M ﹤0.01%
77,039
+29,288
2664
$4.19M ﹤0.01%
+177,795
2665
$4.19M ﹤0.01%
100,659
+54,694
2666
$4.18M ﹤0.01%
201,222
+82,475
2667
$4.18M ﹤0.01%
45,953
+31,980
2668
$4.18M ﹤0.01%
142,059
-2,336
2669
$4.18M ﹤0.01%
71,788
+11,651
2670
$4.18M ﹤0.01%
239,968
-27,542
2671
$4.17M ﹤0.01%
46,172
-3,224
2672
$4.17M ﹤0.01%
22,004
+16,154
2673
$4.16M ﹤0.01%
+255,370
2674
$4.16M ﹤0.01%
+64,183
2675
$4.16M ﹤0.01%
338,244
-74,438