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
2701
$4.01M ﹤0.01%
155,045
+48,490
2702
$4M ﹤0.01%
324,808
+324,450
2703
$4M ﹤0.01%
131,933
+64,934
2704
$4M ﹤0.01%
193,018
-13,242
2705
$3.99M ﹤0.01%
402,970
-147,297
2706
$3.98M ﹤0.01%
41,811
-250
2707
$3.97M ﹤0.01%
60,584
+4,366
2708
$3.97M ﹤0.01%
54,568
-48,225
2709
$3.97M ﹤0.01%
143,328
+77,763
2710
$3.97M ﹤0.01%
57,009
+28,021
2711
$3.94M ﹤0.01%
108,470
-61,809
2712
$3.93M ﹤0.01%
386,477
-388
2713
$3.93M ﹤0.01%
44,130
+25,328
2714
$3.93M ﹤0.01%
+402,058
2715
$3.92M ﹤0.01%
314,904
+135,140
2716
$3.92M ﹤0.01%
144,736
-721
2717
$3.92M ﹤0.01%
96,108
+37,880
2718
$3.91M ﹤0.01%
780,153
+465,999
2719
$3.91M ﹤0.01%
+400,000
2720
$3.9M ﹤0.01%
120,336
-18,990
2721
$3.88M ﹤0.01%
96,685
-20,262
2722
$3.88M ﹤0.01%
237,787
-146,915
2723
$3.88M ﹤0.01%
391,189
+74,047
2724
$3.87M ﹤0.01%
506,431
-91,588
2725
$3.87M ﹤0.01%
232,377
+18,973