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
2751
$2.31M ﹤0.01%
131,876
-1,274
2752
$2.31M ﹤0.01%
101,384
+46,702
2753
$2.3M ﹤0.01%
+50,509
2754
$2.3M ﹤0.01%
1,717,421
-36,887
2755
$2.3M ﹤0.01%
321,062
+194,961
2756
$2.29M ﹤0.01%
213,411
-347,582
2757
$2.29M ﹤0.01%
208,490
+190,608
2758
$2.29M ﹤0.01%
11,693
-2,576
2759
$2.28M ﹤0.01%
273,690
-278,810
2760
$2.28M ﹤0.01%
65,542
+62
2761
$2.28M ﹤0.01%
145,308
+119,283
2762
$2.28M ﹤0.01%
31,877
-43,747
2763
$2.27M ﹤0.01%
58,862
+5,303
2764
$2.27M ﹤0.01%
+227,732
2765
$2.26M ﹤0.01%
58,181
+21,325
2766
$2.26M ﹤0.01%
229,254
+36,354
2767
$2.25M ﹤0.01%
124,606
+120,340
2768
$2.25M ﹤0.01%
1,057,462
-448,083
2769
$2.25M ﹤0.01%
29,324
+3,143
2770
$2.25M ﹤0.01%
23,798
-9,482
2771
$2.24M ﹤0.01%
43,530
-55,278
2772
$2.24M ﹤0.01%
114,768
+37,400
2773
$2.24M ﹤0.01%
32,715
-4,659
2774
$2.24M ﹤0.01%
58,121
-155,355
2775
$2.23M ﹤0.01%
581,819
-172,294