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
3576
$900K ﹤0.01%
24,473
+688
3577
$899K ﹤0.01%
22,587
-20
3578
$898K ﹤0.01%
23,025
-1,876
3579
$896K ﹤0.01%
+18,700
3580
$895K ﹤0.01%
49,784
+1,436
3581
$893K ﹤0.01%
36,264
+16,344
3582
$892K ﹤0.01%
18,288
+12,459
3583
$889K ﹤0.01%
38,543
-150
3584
$888K ﹤0.01%
42,570
+7,530
3585
$887K ﹤0.01%
13,240
-241
3586
$886K ﹤0.01%
115,028
-18,945
3587
$885K ﹤0.01%
72,779
-411
3588
$881K ﹤0.01%
12,447
+51
3589
$880K ﹤0.01%
66,478
-537
3590
$878K ﹤0.01%
37,590
+220
3591
$876K ﹤0.01%
83,183
+1,377
3592
$868K ﹤0.01%
40,900
+38,550
3593
$866K ﹤0.01%
+56,924
3594
$863K ﹤0.01%
18,647
+7,264
3595
$863K ﹤0.01%
5,296
-5,248
3596
$863K ﹤0.01%
220,645
+49,151
3597
$862K ﹤0.01%
29,438
+3,896
3598
$862K ﹤0.01%
38,015
+4,250
3599
$862K ﹤0.01%
+87,881
3600
$860K ﹤0.01%
15,359
+614