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
3526
$985K ﹤0.01%
+100,000
3527
$983K ﹤0.01%
+100,000
3528
$982K ﹤0.01%
39,886
-5,100
3529
$982K ﹤0.01%
33,632
+815
3530
$981K ﹤0.01%
46,218
+11,651
3531
$980K ﹤0.01%
37,790
+2,059
3532
$980K ﹤0.01%
347
+76
3533
$979K ﹤0.01%
+98,823
3534
$976K ﹤0.01%
294,695
-129,213
3535
$974K ﹤0.01%
+44,407
3536
$971K ﹤0.01%
97,255
+90,334
3537
$970K ﹤0.01%
19,761
+1,157
3538
$970K ﹤0.01%
76,115
+10,786
3539
$968K ﹤0.01%
38,424
-15,567
3540
$965K ﹤0.01%
31,916
+1,909
3541
$960K ﹤0.01%
23,332
+18,100
3542
$960K ﹤0.01%
18,402
+7,826
3543
$960K ﹤0.01%
+96,663
3544
$959K ﹤0.01%
28,293
+2,823
3545
$958K ﹤0.01%
159,386
-4,357
3546
$958K ﹤0.01%
23,917
-22,533
3547
$957K ﹤0.01%
31,820
+2,580
3548
$950K ﹤0.01%
+95,910
3549
$948K ﹤0.01%
153,162
+153,150
3550
$945K ﹤0.01%
59,031
+11,625