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
3201
$1.73M ﹤0.01%
56,187
-7,515
3202
$1.72M ﹤0.01%
33,210
-60,625
3203
$1.72M ﹤0.01%
37,916
+14,190
3204
$1.71M ﹤0.01%
2,948
-872
3205
$1.71M ﹤0.01%
10,933
-1,457
3206
$1.7M ﹤0.01%
124,753
-27
3207
$1.7M ﹤0.01%
+171,123
3208
$1.7M ﹤0.01%
32,623
-7,809
3209
$1.7M ﹤0.01%
79,825
-8,435
3210
$1.7M ﹤0.01%
165,275
+43,486
3211
$1.7M ﹤0.01%
166,738
-33,262
3212
$1.7M ﹤0.01%
100,144
+3,356
3213
$1.69M ﹤0.01%
50,392
-4,928
3214
$1.68M ﹤0.01%
74,797
+13,072
3215
$1.68M ﹤0.01%
66,160
+29,905
3216
$1.67M ﹤0.01%
96,548
+7,121
3217
$1.67M ﹤0.01%
+168,700
3218
$1.67M ﹤0.01%
10,714
+1,331
3219
$1.67M ﹤0.01%
163,968
-16,372
3220
$1.67M ﹤0.01%
65,399
-109,993
3221
$1.67M ﹤0.01%
132,978
+26,396
3222
$1.66M ﹤0.01%
78,593
+4,651
3223
$1.66M ﹤0.01%
+166,650
3224
$1.65M ﹤0.01%
48,285
-792
3225
$1.65M ﹤0.01%
65,324
-5,312