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
2101
$9.47M ﹤0.01%
88,409
+9,000
2102
$9.47M ﹤0.01%
515,077
+126,578
2103
$9.46M ﹤0.01%
630,573
-8,707
2104
$9.45M ﹤0.01%
342,931
-68,987
2105
$9.45M ﹤0.01%
916,341
+27,803
2106
$9.42M ﹤0.01%
239,647
-11,930
2107
$9.41M ﹤0.01%
976,902
-148,439
2108
$9.4M ﹤0.01%
209,897
+168,093
2109
$9.35M ﹤0.01%
53,294
+16,252
2110
$9.29M ﹤0.01%
148,179
+29,984
2111
$9.26M ﹤0.01%
229,120
+26,741
2112
$9.25M ﹤0.01%
+140,387
2113
$9.25M ﹤0.01%
212,622
+147,813
2114
$9.25M ﹤0.01%
133,470
+11,675
2115
$9.25M ﹤0.01%
2,930
+1,101
2116
$9.23M ﹤0.01%
413,513
+103,144
2117
$9.21M ﹤0.01%
41,282
+16,815
2118
$9.18M ﹤0.01%
461,566
-132,444
2119
$9.17M ﹤0.01%
300,766
-77,737
2120
$9.17M ﹤0.01%
+236,609
2121
$9.16M ﹤0.01%
571,875
+408,035
2122
$9.14M ﹤0.01%
748,179
+170,029
2123
$9.11M ﹤0.01%
165,778
+17,150
2124
$9.11M ﹤0.01%
160,247
-33,890
2125
$9.11M ﹤0.01%
197,670
+69,590