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
$445B
AUM Growth
+$20.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,921
New
Increased
Reduced
Closed

Top Buys

1 +$763M
2 +$738M
3 +$562M
4
AMZN icon
Amazon
AMZN
+$467M
5
NKE icon
Nike
NKE
+$454M

Top Sells

1 +$4.11B
2 +$1.13B
3 +$719M
4
AABA
Altaba Inc
AABA
+$701M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$654M

Sector Composition

1 Financials 15.55%
2 Technology 13.01%
3 Healthcare 10.06%
4 Consumer Discretionary 9.16%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$62K ﹤0.01%
13,939
-4,228
3877
$62K ﹤0.01%
973
+939
3878
$62K ﹤0.01%
967
-90
3879
$61K ﹤0.01%
6,351
-51,203
3880
$61K ﹤0.01%
+2,378
3881
$61K ﹤0.01%
4,936
+1,169
3882
$61K ﹤0.01%
1,911
-135,719
3883
$60K ﹤0.01%
29,655
+29,255
3884
$60K ﹤0.01%
+2,201
3885
$60K ﹤0.01%
1,108
+13
3886
$60K ﹤0.01%
5,345
+4,371
3887
$60K ﹤0.01%
+546
3888
$60K ﹤0.01%
+484
3889
$59K ﹤0.01%
+54
3890
$59K ﹤0.01%
4,883
+3,752
3891
$59K ﹤0.01%
+22,357
3892
$59K ﹤0.01%
+1,425
3893
$59K ﹤0.01%
+187
3894
$58K ﹤0.01%
1,500
3895
$58K ﹤0.01%
+5,128
3896
$58K ﹤0.01%
+2,606
3897
$58K ﹤0.01%
9,109
-2,105
3898
$58K ﹤0.01%
797
+725
3899
$58K ﹤0.01%
+8,300
3900
$57K ﹤0.01%
+4,239