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
1951
$11.6M ﹤0.01%
234,291
+87,791
1952
$11.5M ﹤0.01%
965,547
-194,979
1953
$11.5M ﹤0.01%
144,662
+15,009
1954
$11.5M ﹤0.01%
+160,029
1955
$11.5M ﹤0.01%
339,291
+73,146
1956
$11.5M ﹤0.01%
1,273,366
+105,439
1957
$11.5M ﹤0.01%
197,647
+41,635
1958
$11.5M ﹤0.01%
198,029
+33,204
1959
$11.5M ﹤0.01%
2,377,142
+499,182
1960
$11.5M ﹤0.01%
103,217
+8,988
1961
$11.4M ﹤0.01%
172,548
+42,722
1962
$11.4M ﹤0.01%
442,414
+230,014
1963
$11.3M ﹤0.01%
446,052
+298,938
1964
$11.3M ﹤0.01%
201,253
+51,952
1965
$11.3M ﹤0.01%
681,253
-111,668
1966
$11.3M ﹤0.01%
424,954
+130,550
1967
$11.3M ﹤0.01%
201,208
-832
1968
$11.3M ﹤0.01%
517,067
-36,518
1969
$11.2M ﹤0.01%
437,960
+92,637
1970
$11.2M ﹤0.01%
401,480
+2,370
1971
$11.2M ﹤0.01%
123,413
+49,918
1972
$11.2M ﹤0.01%
349,881
+144,548
1973
$11.2M ﹤0.01%
760,276
+18,585
1974
$11.2M ﹤0.01%
319,233
+13,357
1975
$11.1M ﹤0.01%
148,916
+43,487