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
3401
$1.22M ﹤0.01%
68,096
+45,202
3402
$1.22M ﹤0.01%
13,844
-19,562
3403
$1.22M ﹤0.01%
173,891
-43,246
3404
$1.22M ﹤0.01%
120,329
-86,782
3405
$1.22M ﹤0.01%
21,597
+20,997
3406
$1.21M ﹤0.01%
10,101
+2,976
3407
$1.21M ﹤0.01%
32,092
+21,121
3408
$1.21M ﹤0.01%
76,112
-633
3409
$1.21M ﹤0.01%
10,860
+2,192
3410
$1.21M ﹤0.01%
55,850
+13,049
3411
$1.21M ﹤0.01%
31,526
+3,361
3412
$1.19M ﹤0.01%
10,727
+173
3413
$1.19M ﹤0.01%
190,281
-125,017
3414
$1.18M ﹤0.01%
58,204
-229,724
3415
$1.18M ﹤0.01%
3,588
+910
3416
$1.17M ﹤0.01%
29,690
+25,014
3417
$1.16M ﹤0.01%
111,284
+110,615
3418
$1.16M ﹤0.01%
41,588
-2,310
3419
$1.16M ﹤0.01%
+116,177
3420
$1.16M ﹤0.01%
+116,500
3421
$1.16M ﹤0.01%
39,326
+1,957
3422
$1.15M ﹤0.01%
36,164
+11,070
3423
$1.15M ﹤0.01%
71,714
-1,375
3424
$1.15M ﹤0.01%
10,296
+968
3425
$1.15M ﹤0.01%
58,162
+3,792