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
1851
$13.2M ﹤0.01%
1,005,653
+414,357
1852
$13.2M ﹤0.01%
382,116
+79,991
1853
$13.2M ﹤0.01%
265,667
-129,593
1854
$13.2M ﹤0.01%
207,632
+109,786
1855
$13.2M ﹤0.01%
412,853
+226,024
1856
$13.1M ﹤0.01%
102,904
+15,594
1857
$13.1M ﹤0.01%
553,399
+86,524
1858
$13.1M ﹤0.01%
600,165
-11,851
1859
$13M ﹤0.01%
830,762
+339,181
1860
$13M ﹤0.01%
2,727,956
+1,284,783
1861
$13M ﹤0.01%
334,727
+273,148
1862
$13M ﹤0.01%
106,374
-160,454
1863
$13M ﹤0.01%
1,159,775
+655,094
1864
$13M ﹤0.01%
90,571
+54,744
1865
$12.9M ﹤0.01%
61,049
+7,545
1866
$12.9M ﹤0.01%
340,943
+20,849
1867
$12.9M ﹤0.01%
543,699
+221,183
1868
$12.9M ﹤0.01%
387,925
-84,078
1869
$12.9M ﹤0.01%
603,391
+184,343
1870
$12.8M ﹤0.01%
153,083
+151,363
1871
$12.8M ﹤0.01%
344,543
+45,238
1872
$12.8M ﹤0.01%
499,600
+60,843
1873
$12.8M ﹤0.01%
259,452
-66,467
1874
$12.8M ﹤0.01%
53,966
+3,998
1875
$12.8M ﹤0.01%
464,579
+6,878