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
2151
$8.78M ﹤0.01%
447,219
+52,861
2152
$8.77M ﹤0.01%
607,657
+212,078
2153
$8.77M ﹤0.01%
523,657
+65,050
2154
$8.76M ﹤0.01%
104,996
+13,189
2155
$8.76M ﹤0.01%
682,648
-51,884
2156
$8.76M ﹤0.01%
67,443
-33,803
2157
$8.75M ﹤0.01%
95,256
+18,273
2158
$8.71M ﹤0.01%
88,400
+28,857
2159
$8.71M ﹤0.01%
115,168
+39,598
2160
$8.7M ﹤0.01%
431,854
-32,872
2161
$8.69M ﹤0.01%
241,442
-67,028
2162
$8.66M ﹤0.01%
148,025
-32,376
2163
$8.65M ﹤0.01%
123,427
+32,623
2164
$8.65M ﹤0.01%
131,190
+8,472
2165
$8.64M ﹤0.01%
191,727
-2,393,560
2166
$8.62M ﹤0.01%
88,594
+6,295
2167
$8.61M ﹤0.01%
93,690
+15,930
2168
$8.6M ﹤0.01%
469,229
+370,720
2169
$8.59M ﹤0.01%
292,940
-401,108
2170
$8.59M ﹤0.01%
+869,020
2171
$8.58M ﹤0.01%
112,552
+57,098
2172
$8.56M ﹤0.01%
101,130
-98,683
2173
$8.56M ﹤0.01%
512,964
-65,298
2174
$8.56M ﹤0.01%
+867,725
2175
$8.55M ﹤0.01%
+871,248