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
3651
$783K ﹤0.01%
+48,495
3652
$777K ﹤0.01%
28,303
+17,086
3653
$777K ﹤0.01%
76,777
-7,013
3654
$775K ﹤0.01%
87,916
+20,562
3655
$774K ﹤0.01%
21,462
-1,223
3656
$773K ﹤0.01%
21,758
+5,730
3657
$769K ﹤0.01%
96,978
-63
3658
$768K ﹤0.01%
114,281
-12,612
3659
$763K ﹤0.01%
57,796
+38,889
3660
$763K ﹤0.01%
33,580
+1,515
3661
$763K ﹤0.01%
123,549
+14,507
3662
$762K ﹤0.01%
+75,900
3663
$760K ﹤0.01%
24,059
-8,249
3664
$760K ﹤0.01%
+76,000
3665
$759K ﹤0.01%
2,522
+494
3666
$757K ﹤0.01%
+76,040
3667
$757K ﹤0.01%
+76,534
3668
$756K ﹤0.01%
34,325
+10,915
3669
$751K ﹤0.01%
55,992
-24,060
3670
$749K ﹤0.01%
31,850
-44,840
3671
$748K ﹤0.01%
16,435
+3,670
3672
$747K ﹤0.01%
13,190
-37,083
3673
$745K ﹤0.01%
18,700
-449
3674
$744K ﹤0.01%
23,876
+7,922
3675
$743K ﹤0.01%
48,272
+932