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
2851
$3.13M ﹤0.01%
78,458
+78,227
2852
$3.13M ﹤0.01%
265,505
+225,705
2853
$3.12M ﹤0.01%
366,627
+26,576
2854
$3.11M ﹤0.01%
218,407
2855
$3.1M ﹤0.01%
223,685
+11,810
2856
$3.1M ﹤0.01%
54,198
+14,544
2857
$3.09M ﹤0.01%
121,567
+3,627
2858
$3.09M ﹤0.01%
35,268
+29,796
2859
$3.08M ﹤0.01%
53,696
+27,535
2860
$3.08M ﹤0.01%
+6,466
2861
$3.08M ﹤0.01%
230,273
-38,863
2862
$3.08M ﹤0.01%
219,984
-23,260
2863
$3.08M ﹤0.01%
48,098
+21,068
2864
$3.08M ﹤0.01%
221,844
+137,808
2865
$3.07M ﹤0.01%
111,342
+90,229
2866
$3.07M ﹤0.01%
227,709
+41,926
2867
$3.07M ﹤0.01%
228,563
-82,736
2868
$3.06M ﹤0.01%
38,330
+11,608
2869
$3.05M ﹤0.01%
35,229
-4,387
2870
$3.05M ﹤0.01%
+10,490
2871
$3.04M ﹤0.01%
123,083
+32,275
2872
$3.02M ﹤0.01%
40,501
+18,981
2873
$3.02M ﹤0.01%
278,346
+178,346
2874
$3.02M ﹤0.01%
61,657
+33,103
2875
$3.01M ﹤0.01%
+62,672