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
3026
$2.34M ﹤0.01%
+82,875
3027
$2.33M ﹤0.01%
23,664
+14,677
3028
$2.33M ﹤0.01%
34,047
+2,807
3029
$2.33M ﹤0.01%
342,515
-50,911
3030
$2.33M ﹤0.01%
118,800
+100,194
3031
$2.32M ﹤0.01%
+235,574
3032
$2.32M ﹤0.01%
+47,790
3033
$2.32M ﹤0.01%
24,480
+11,400
3034
$2.31M ﹤0.01%
+232,456
3035
$2.31M ﹤0.01%
393,886
-52,225
3036
$2.31M ﹤0.01%
97,919
+1,825
3037
$2.3M ﹤0.01%
103,336
+9,763
3038
$2.3M ﹤0.01%
142,475
+1,815
3039
$2.3M ﹤0.01%
166,596
+99,507
3040
$2.3M ﹤0.01%
5,687
-1,273
3041
$2.3M ﹤0.01%
85,379
-408,219
3042
$2.29M ﹤0.01%
58,857
+36,771
3043
$2.29M ﹤0.01%
97,479
+17,875
3044
$2.29M ﹤0.01%
189,760
-3,851
3045
$2.27M ﹤0.01%
+222,500
3046
$2.27M ﹤0.01%
56,120
-14,175
3047
$2.26M ﹤0.01%
95,617
+4,121
3048
$2.26M ﹤0.01%
+7,782
3049
$2.26M ﹤0.01%
48,264
+5,218
3050
$2.26M ﹤0.01%
133,727
+85,528