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
3751
$650K ﹤0.01%
+47,626
3752
$650K ﹤0.01%
9,444
+273
3753
$650K ﹤0.01%
7,558
-1,691
3754
$648K ﹤0.01%
118,689
+2,596
3755
$648K ﹤0.01%
28,334
+648
3756
$647K ﹤0.01%
46,877
+2,757
3757
$647K ﹤0.01%
23,249
+888
3758
$641K ﹤0.01%
35,562
+247
3759
$640K ﹤0.01%
16,929
+5,757
3760
$637K ﹤0.01%
78,842
+15,698
3761
$637K ﹤0.01%
5,441
+1,469
3762
$635K ﹤0.01%
15,185
+65
3763
$635K ﹤0.01%
211,639
-109,498
3764
$631K ﹤0.01%
+63,489
3765
$630K ﹤0.01%
4,509
-43,603
3766
$630K ﹤0.01%
11,792
-76,147
3767
$628K ﹤0.01%
102,657
+39,502
3768
$626K ﹤0.01%
104,661
-12,602
3769
$625K ﹤0.01%
8,480
+6,555
3770
$624K ﹤0.01%
8,983
-17,921
3771
$624K ﹤0.01%
23,702
-11,194
3772
$624K ﹤0.01%
211,437
-6,708
3773
$623K ﹤0.01%
21,054
+9,113
3774
$622K ﹤0.01%
5,257
-30
3775
$622K ﹤0.01%
86,994
+28,505