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
2201
$8.34M ﹤0.01%
199,192
-321,902
2202
$8.31M ﹤0.01%
419,839
+376,962
2203
$8.3M ﹤0.01%
95,853
-19,503
2204
$8.29M ﹤0.01%
177,725
+68,301
2205
$8.29M ﹤0.01%
93,658
+43,625
2206
$8.28M ﹤0.01%
71,833
+15,946
2207
$8.27M ﹤0.01%
404,383
+192,046
2208
$8.27M ﹤0.01%
347,033
+270,387
2209
$8.27M ﹤0.01%
365,481
+55,059
2210
$8.26M ﹤0.01%
683,722
-75,515
2211
$8.26M ﹤0.01%
+12,547
2212
$8.26M ﹤0.01%
98,204
-18,555
2213
$8.25M ﹤0.01%
327,853
+18,243
2214
$8.23M ﹤0.01%
71,633
+61,775
2215
$8.22M ﹤0.01%
357,922
+181,219
2216
$8.2M ﹤0.01%
174,477
-346,791
2217
$8.2M ﹤0.01%
360,543
+93,228
2218
$8.18M ﹤0.01%
210,907
+98,263
2219
$8.17M ﹤0.01%
173,991
-230,329
2220
$8.16M ﹤0.01%
192,538
+148,538
2221
$8.14M ﹤0.01%
242,957
+165,414
2222
$8.12M ﹤0.01%
122,192
+58,592
2223
$8.06M ﹤0.01%
395,367
+172,972
2224
$8.02M ﹤0.01%
541,000
-118,204
2225
$8.02M ﹤0.01%
207,906
+201,214