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
$646B
AUM Growth
-$28.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,195
New
Increased
Reduced
Closed

Top Buys

1 +$1.86B
2 +$1.75B
3 +$1.55B
4
UNH icon
UnitedHealth
UNH
+$1.06B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.02B

Top Sells

1 +$1.11B
2 +$720M
3 +$707M
4
TXN icon
Texas Instruments
TXN
+$660M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$511M

Sector Composition

1 Technology 15.76%
2 Healthcare 13.45%
3 Financials 11.28%
4 Consumer Discretionary 8.74%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5001
$3K ﹤0.01%
1,350
+407
5002
$3K ﹤0.01%
63
+42
5003
$3K ﹤0.01%
+56
5004
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853
5005
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+100
5006
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+103
5007
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+78
5008
$3K ﹤0.01%
2,158
+711
5009
$3K ﹤0.01%
427
+109
5010
$3K ﹤0.01%
86
+21
5011
$3K ﹤0.01%
+984
5012
$3K ﹤0.01%
1,588
+313
5013
$3K ﹤0.01%
+40
5014
$3K ﹤0.01%
86
-177
5015
$3K ﹤0.01%
78
-577
5016
$3K ﹤0.01%
+162
5017
$3K ﹤0.01%
559
+42
5018
$3K ﹤0.01%
405
+122
5019
$3K ﹤0.01%
36
-54
5020
0
5021
0
5022
0
5023
$3K ﹤0.01%
100
+29
5024
0
5025
$3K ﹤0.01%
485
+474