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
2701
$2.51M ﹤0.01%
182,039
+121,556
2702
$2.51M ﹤0.01%
227,289
2703
$2.51M ﹤0.01%
159,733
+47,524
2704
$2.51M ﹤0.01%
1,474,163
+74,398
2705
$2.5M ﹤0.01%
59,128
+7,378
2706
$2.5M ﹤0.01%
+250,000
2707
$2.49M ﹤0.01%
478,886
-33,312
2708
$2.48M ﹤0.01%
744,951
-743,088
2709
$2.48M ﹤0.01%
299,636
-369,392
2710
$2.48M ﹤0.01%
108,978
-167,078
2711
$2.48M ﹤0.01%
250,000
-241,715
2712
$2.47M ﹤0.01%
+250,000
2713
$2.47M ﹤0.01%
46,493
-2,038
2714
$2.47M ﹤0.01%
43,575
-55,357
2715
$2.47M ﹤0.01%
361,783
-852
2716
$2.46M ﹤0.01%
28,340
+14,649
2717
$2.46M ﹤0.01%
61,693
-22,719
2718
$2.45M ﹤0.01%
66,198
-319
2719
$2.45M ﹤0.01%
29,816
-10,246
2720
$2.45M ﹤0.01%
63,165
-15,770
2721
$2.45M ﹤0.01%
249,800
-317,269
2722
$2.44M ﹤0.01%
250,000
-50,000
2723
$2.44M ﹤0.01%
92,591
+77,735
2724
$2.43M ﹤0.01%
73,616
-6,992
2725
$2.43M ﹤0.01%
+50,000