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
3026
$1.49M ﹤0.01%
+150,000
3027
$1.49M ﹤0.01%
71,001
-271,618
3028
$1.49M ﹤0.01%
+150,000
3029
$1.48M ﹤0.01%
391,487
-409,475
3030
$1.48M ﹤0.01%
42,743
+8,455
3031
$1.48M ﹤0.01%
150,000
-100,000
3032
$1.48M ﹤0.01%
381
+50
3033
$1.48M ﹤0.01%
200,000
3034
$1.48M ﹤0.01%
150,000
-50,000
3035
$1.48M ﹤0.01%
92,950
+7,572
3036
$1.48M ﹤0.01%
15,618
-220
3037
$1.48M ﹤0.01%
+150,000
3038
$1.47M ﹤0.01%
60,704
3039
$1.47M ﹤0.01%
53,350
-16,616
3040
$1.47M ﹤0.01%
+151,110
3041
$1.47M ﹤0.01%
128,660
+77,704
3042
$1.47M ﹤0.01%
113,538
-2,287,313
3043
$1.47M ﹤0.01%
150,000
-65,000
3044
$1.47M ﹤0.01%
25,650
+1,053
3045
$1.47M ﹤0.01%
90,604
+15,376
3046
$1.47M ﹤0.01%
211,717
+182,288
3047
$1.47M ﹤0.01%
150,000
-154,000
3048
$1.47M ﹤0.01%
24,991
-23,394
3049
$1.47M ﹤0.01%
166,857
-97,305
3050
$1.46M ﹤0.01%
15,829
-126