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
3401
$824K ﹤0.01%
49,188
+43,113
3402
$823K ﹤0.01%
367,685
+91,853
3403
$820K ﹤0.01%
126,204
+34,459
3404
$819K ﹤0.01%
32,572
-136,945
3405
$818K ﹤0.01%
83,079
-470,309
3406
$815K ﹤0.01%
33,688
-1,328
3407
$815K ﹤0.01%
156,431
-14,335
3408
$811K ﹤0.01%
178,473
+33,245
3409
$810K ﹤0.01%
437,531
+430,266
3410
$808K ﹤0.01%
63,619
-2,285
3411
$808K ﹤0.01%
220,791
+118,024
3412
$808K ﹤0.01%
120,426
-171,838
3413
$797K ﹤0.01%
4,488
-1,607
3414
$792K ﹤0.01%
89,523
+52,947
3415
$790K ﹤0.01%
+6,903
3416
$790K ﹤0.01%
260,570
+36,186
3417
$788K ﹤0.01%
57,441
-4,559
3418
$787K ﹤0.01%
74,084
-26,670
3419
$787K ﹤0.01%
50,000
3420
$784K ﹤0.01%
22,272
+22,172
3421
$784K ﹤0.01%
603,072
+463,276
3422
$783K ﹤0.01%
274,831
+258,597
3423
$782K ﹤0.01%
17,730
+9,264
3424
$782K ﹤0.01%
60,555
+18,408
3425
$780K ﹤0.01%
20,434
-18,799