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
3251
$1.02M ﹤0.01%
11,149
+6,857
3252
$1.02M ﹤0.01%
27,883
+4,398
3253
$1.02M ﹤0.01%
22,721
+10,179
3254
$1.02M ﹤0.01%
47,820
+37,023
3255
$1.01M ﹤0.01%
58,521
+2,835
3256
$1.01M ﹤0.01%
31,312
+3,883
3257
$1.01M ﹤0.01%
113,900
-219,276
3258
$1.01M ﹤0.01%
25,933
-849
3259
$1M ﹤0.01%
+103,385
3260
$1M ﹤0.01%
65,800
-78,412
3261
$1M ﹤0.01%
+100,000
3262
$1M ﹤0.01%
27,905
-1,069
3263
$1M ﹤0.01%
38,692
+10,549
3264
$1M ﹤0.01%
+100,000
3265
$1M ﹤0.01%
100,000
-98,900
3266
$1M ﹤0.01%
100,000
-150,000
3267
$999K ﹤0.01%
+100,000
3268
$997K ﹤0.01%
+100,000
3269
$996K ﹤0.01%
100,000
3270
$995K ﹤0.01%
100,000
-310,356
3271
$995K ﹤0.01%
+100,000
3272
$994K ﹤0.01%
100,000
-716,042
3273
$991K ﹤0.01%
101,079
-46,185
3274
$991K ﹤0.01%
96,925
-2,203
3275
$988K ﹤0.01%
28,033
-12,816