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
2901
$2.85M ﹤0.01%
424,102
-63,570
2902
$2.85M ﹤0.01%
68,546
+25,669
2903
$2.85M ﹤0.01%
113,014
-28,554
2904
$2.84M ﹤0.01%
56,602
-5,610
2905
$2.84M ﹤0.01%
119,225
-126,909
2906
$2.84M ﹤0.01%
72,876
+8,005
2907
$2.83M ﹤0.01%
55,921
-4,133
2908
$2.83M ﹤0.01%
12,530
-6,189
2909
$2.83M ﹤0.01%
35,761
-48,685
2910
$2.82M ﹤0.01%
59,554
+10,893
2911
$2.82M ﹤0.01%
+287,144
2912
$2.82M ﹤0.01%
+50,285
2913
$2.81M ﹤0.01%
11,256
+10,327
2914
$2.81M ﹤0.01%
73,459
+32,209
2915
$2.79M ﹤0.01%
78,404
-407,916
2916
$2.79M ﹤0.01%
33,472
+393
2917
$2.79M ﹤0.01%
41,837
+3,029
2918
$2.79M ﹤0.01%
76,758
+31,361
2919
$2.79M ﹤0.01%
47,853
-710
2920
$2.78M ﹤0.01%
106,890
-4,425
2921
$2.78M ﹤0.01%
142,538
-4,567
2922
$2.78M ﹤0.01%
138,068
+30,460
2923
$2.78M ﹤0.01%
61,352
+14,517
2924
$2.77M ﹤0.01%
176,654
+92,813
2925
$2.77M ﹤0.01%
+106,983