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
3526
$651K ﹤0.01%
44,699
-10,820
3527
$650K ﹤0.01%
94,210
-58,456
3528
$649K ﹤0.01%
13,162
-1,645
3529
$649K ﹤0.01%
132,148
+15,123
3530
$648K ﹤0.01%
43,977
-11,223
3531
$648K ﹤0.01%
+25,000
3532
$646K ﹤0.01%
13,420
+1,008
3533
$646K ﹤0.01%
93,434
+17,108
3534
$642K ﹤0.01%
12,300
+3,829
3535
$642K ﹤0.01%
44,272
+19,860
3536
$640K ﹤0.01%
6,361
-1,634,595
3537
$638K ﹤0.01%
196,699
-518,701
3538
$638K ﹤0.01%
249,895
-247,635
3539
$638K ﹤0.01%
1,421,986
+808,049
3540
$637K ﹤0.01%
32,196
-18,995
3541
$637K ﹤0.01%
93,461
+83,149
3542
$634K ﹤0.01%
16,295
-28,653
3543
$633K ﹤0.01%
16,938
3544
$627K ﹤0.01%
9,750
-6,801
3545
$626K ﹤0.01%
22,122
-5,787
3546
$624K ﹤0.01%
58,622
+58,545
3547
$624K ﹤0.01%
32,142
-26,544
3548
$624K ﹤0.01%
148,224
-8,145
3549
$622K ﹤0.01%
59,468
+7,352
3550
$622K ﹤0.01%
114,696
-975,015