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
2826
$2.07M ﹤0.01%
275,800
+162,100
2827
$2.07M ﹤0.01%
85,792
+27,215
2828
$2.06M ﹤0.01%
117,070
-46,601
2829
$2.05M ﹤0.01%
251,668
+120,616
2830
$2.05M ﹤0.01%
43,515
-416
2831
$2.05M ﹤0.01%
24,642
+4,305
2832
$2.05M ﹤0.01%
118,410
-46,734
2833
$2.05M ﹤0.01%
101,185
-33,729
2834
$2.04M ﹤0.01%
535,330
-47,837
2835
$2.03M ﹤0.01%
46,558
+34,058
2836
$2.03M ﹤0.01%
699,890
-13,723
2837
$2.03M ﹤0.01%
43,600
+503
2838
$2.02M ﹤0.01%
200,000
+100,000
2839
$2.02M ﹤0.01%
68,560
-5,310
2840
$2.02M ﹤0.01%
60,301
+45,334
2841
$2.02M ﹤0.01%
95,148
-77,626
2842
$2.02M ﹤0.01%
176,893
+74,594
2843
$2.02M ﹤0.01%
74,695
2844
$2.02M ﹤0.01%
158,723
+72,120
2845
$2M ﹤0.01%
405,199
-13,022
2846
$2M ﹤0.01%
+200,000
2847
$2M ﹤0.01%
+200,000
2848
$2M ﹤0.01%
1,601
-570
2849
$1.99M ﹤0.01%
116,190
+104,508
2850
$1.99M ﹤0.01%
200,000