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
2926
$2.77M ﹤0.01%
+243,828
2927
$2.77M ﹤0.01%
366,681
-139,492
2928
$2.77M ﹤0.01%
249,680
+1,842
2929
$2.76M ﹤0.01%
51,395
+24,133
2930
$2.76M ﹤0.01%
330,026
-30,727
2931
$2.76M ﹤0.01%
46,744
+915
2932
$2.76M ﹤0.01%
53,777
-962
2933
$2.74M ﹤0.01%
119,890
-21,809
2934
$2.74M ﹤0.01%
221,817
+58,576
2935
$2.74M ﹤0.01%
303,041
-159,016
2936
$2.72M ﹤0.01%
51,152
+13,710
2937
$2.7M ﹤0.01%
11,656
-235,877
2938
$2.7M ﹤0.01%
51,973
+42,497
2939
$2.7M ﹤0.01%
58,140
+6,762
2940
$2.69M ﹤0.01%
373,156
-100,943
2941
$2.68M ﹤0.01%
73,091
+8,650
2942
$2.67M ﹤0.01%
21,240
+18,644
2943
$2.67M ﹤0.01%
88,724
+47,214
2944
$2.67M ﹤0.01%
+268,895
2945
$2.65M ﹤0.01%
56,237
+9,047
2946
$2.65M ﹤0.01%
+10,489
2947
$2.64M ﹤0.01%
104,168
+80,626
2948
$2.63M ﹤0.01%
43,080
+10,876
2949
$2.6M ﹤0.01%
96,527
+90,355
2950
$2.6M ﹤0.01%
22,901
-374