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
2126
$9.1M ﹤0.01%
452,221
+229,830
2127
$9.1M ﹤0.01%
502,686
+89,388
2128
$9.1M ﹤0.01%
333,476
-46,205
2129
$9.05M ﹤0.01%
276,518
+54,181
2130
$9.04M ﹤0.01%
144,447
+48,116
2131
$9.03M ﹤0.01%
167,907
+25,687
2132
$9.02M ﹤0.01%
65,220
+31,914
2133
$8.99M ﹤0.01%
508,058
-15,926
2134
$8.97M ﹤0.01%
177,763
+151,391
2135
$8.97M ﹤0.01%
+433,849
2136
$8.95M ﹤0.01%
1,685,720
+656,917
2137
$8.93M ﹤0.01%
+198,502
2138
$8.93M ﹤0.01%
309,180
+86,210
2139
$8.9M ﹤0.01%
169,563
+3,727
2140
$8.9M ﹤0.01%
90,121
-28,755
2141
$8.89M ﹤0.01%
1,614,021
-552,718
2142
$8.88M ﹤0.01%
346,708
+34,048
2143
$8.83M ﹤0.01%
458,272
-107,120
2144
$8.83M ﹤0.01%
216,280
-155,151
2145
$8.82M ﹤0.01%
187,396
-13,448
2146
$8.82M ﹤0.01%
329,487
-84,196
2147
$8.81M ﹤0.01%
316,587
+7,817
2148
$8.8M ﹤0.01%
180,952
+109,846
2149
$8.79M ﹤0.01%
1,275,572
+505,341
2150
$8.78M ﹤0.01%
94,716
+17,531