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
3551
$620K ﹤0.01%
44,713
-50,765
3552
$616K ﹤0.01%
198,826
-975,108
3553
$615K ﹤0.01%
79,528
+20,373
3554
$614K ﹤0.01%
38,007
+951
3555
$611K ﹤0.01%
30,706
+4,963
3556
$610K ﹤0.01%
82,509
-217,483
3557
$608K ﹤0.01%
16,680
+11,344
3558
$608K ﹤0.01%
+134,344
3559
$606K ﹤0.01%
29,956
-77,405
3560
$604K ﹤0.01%
1,635
+1,349
3561
$604K ﹤0.01%
234,184
-84,492
3562
$602K ﹤0.01%
38,695
-2,143
3563
$602K ﹤0.01%
28,781
-27,652
3564
$601K ﹤0.01%
60,515
-58,779
3565
$601K ﹤0.01%
7,234
-398
3566
$600K ﹤0.01%
+60,020
3567
$600K ﹤0.01%
51,782
-236,731
3568
$599K ﹤0.01%
7,626
-17,036
3569
$598K ﹤0.01%
118,119
-190,185
3570
$590K ﹤0.01%
232,926
-766,351
3571
$589K ﹤0.01%
17,439
+10,883
3572
$588K ﹤0.01%
48,678
-427,951
3573
$588K ﹤0.01%
31,586
-19,443
3574
$588K ﹤0.01%
60,000
-100,000
3575
$587K ﹤0.01%
11,166
+1,794