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
3601
$859K ﹤0.01%
118,989
+3,526
3602
$858K ﹤0.01%
33,048
+9,444
3603
$855K ﹤0.01%
10,800
+7,036
3604
$854K ﹤0.01%
122,914
+2,746
3605
$853K ﹤0.01%
52,342
+18,974
3606
$852K ﹤0.01%
2,690
+224
3607
$848K ﹤0.01%
157,868
+131,468
3608
$845K ﹤0.01%
37,173
-145,170
3609
$841K ﹤0.01%
41,277
+3,595
3610
$839K ﹤0.01%
12,507
+2,532
3611
$837K ﹤0.01%
11,478
-49,611
3612
$836K ﹤0.01%
23,558
+3,726
3613
$835K ﹤0.01%
80,058
-247,467
3614
$834K ﹤0.01%
9,349
-628,309
3615
$833K ﹤0.01%
+221,030
3616
$831K ﹤0.01%
35,812
-217
3617
$831K ﹤0.01%
23,532
+4,749
3618
$831K ﹤0.01%
84,201
-182,761
3619
$831K ﹤0.01%
17,269
+8,073
3620
$831K ﹤0.01%
+83,390
3621
$830K ﹤0.01%
68,676
+68,576
3622
$828K ﹤0.01%
+83,783
3623
$827K ﹤0.01%
16,984
-1,911
3624
$827K ﹤0.01%
47,246
+8,561
3625
$826K ﹤0.01%
77,523
-55,714