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 11.86%
3 Consumer Discretionary 10.86%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$12.8M ﹤0.01%
2,943,072
-1,111,720
1877
$12.6M ﹤0.01%
192,219
+20,499
1878
$12.6M ﹤0.01%
794,119
+446,444
1879
$12.6M ﹤0.01%
341,276
-3,530,232
1880
$12.6M ﹤0.01%
620,260
+37,760
1881
$12.6M ﹤0.01%
1,260,052
+767,657
1882
$12.6M ﹤0.01%
349,361
+126,840
1883
$12.6M ﹤0.01%
83,926
-1,004,060
1884
$12.6M ﹤0.01%
289,022
-41,931
1885
$12.5M ﹤0.01%
445,602
+38,832
1886
$12.5M ﹤0.01%
249,104
-23,596
1887
$12.5M ﹤0.01%
1,096,887
+69,641
1888
$12.5M ﹤0.01%
676,918
-95,369
1889
$12.5M ﹤0.01%
157,918
+65,777
1890
$12.5M ﹤0.01%
140,481
-14,265
1891
$12.4M ﹤0.01%
315,758
-1,137,420
1892
$12.4M ﹤0.01%
271,661
+44,766
1893
$12.4M ﹤0.01%
562,249
+101,033
1894
$12.4M ﹤0.01%
602,345
-7,623
1895
$12.4M ﹤0.01%
251,037
+44,878
1896
$12.4M ﹤0.01%
238,865
-39,872
1897
$12.4M ﹤0.01%
96,596
+68
1898
$12.3M ﹤0.01%
899,533
+811,802
1899
$12.3M ﹤0.01%
378,294
+161,559
1900
$12.3M ﹤0.01%
470,099
-8,799