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
3801
$593K ﹤0.01%
119,389
+8,502
3802
$592K ﹤0.01%
7,442
-6,838
3803
$592K ﹤0.01%
30,919
-13,582
3804
$589K ﹤0.01%
+61,009
3805
$588K ﹤0.01%
47,796
+33,626
3806
$587K ﹤0.01%
28,752
-7,763
3807
$587K ﹤0.01%
72,478
-14,609
3808
$585K ﹤0.01%
41,406
+4,998
3809
$585K ﹤0.01%
50,171
-8,721
3810
$583K ﹤0.01%
58,346
-27,373
3811
$583K ﹤0.01%
17,150
+2,582
3812
$582K ﹤0.01%
25,021
-4,497
3813
$582K ﹤0.01%
12,609
+5,607
3814
$581K ﹤0.01%
55,223
+8,845
3815
$579K ﹤0.01%
16,897
+1,380
3816
$577K ﹤0.01%
91,770
-65,177
3817
$577K ﹤0.01%
10,901
+449
3818
$576K ﹤0.01%
56,196
+19,878
3819
$576K ﹤0.01%
74,236
+3,552
3820
$575K ﹤0.01%
176,826
+7,863
3821
$574K ﹤0.01%
90,557
-13,756
3822
$574K ﹤0.01%
575
-927
3823
$570K ﹤0.01%
21,156
-280
3824
$568K ﹤0.01%
+61
3825
$565K ﹤0.01%
17,122
-2,366