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
2276
$7.49M ﹤0.01%
672,558
+227,195
2277
$7.48M ﹤0.01%
87,785
+3,130
2278
$7.47M ﹤0.01%
+320,211
2279
$7.46M ﹤0.01%
497,641
-532,923
2280
$7.4M ﹤0.01%
302,465
+60,843
2281
$7.38M ﹤0.01%
196,277
+72,294
2282
$7.34M ﹤0.01%
107,794
+8,065
2283
$7.33M ﹤0.01%
502,506
-50,391
2284
$7.33M ﹤0.01%
26,674
+7,909
2285
$7.31M ﹤0.01%
149,755
+36,369
2286
$7.3M ﹤0.01%
194,374
+7,368
2287
$7.29M ﹤0.01%
+733,995
2288
$7.28M ﹤0.01%
+734,835
2289
$7.27M ﹤0.01%
142,352
+121,847
2290
$7.27M ﹤0.01%
29,450
+656
2291
$7.24M ﹤0.01%
184,507
-1,696
2292
$7.23M ﹤0.01%
156,696
+71,607
2293
$7.22M ﹤0.01%
763,261
-376,764
2294
$7.21M ﹤0.01%
1,285,048
+193,572
2295
$7.21M ﹤0.01%
269,375
+196,068
2296
$7.2M ﹤0.01%
180,261
-272,524
2297
$7.2M ﹤0.01%
254,792
+83,032
2298
$7.18M ﹤0.01%
301,876
+185,120
2299
$7.17M ﹤0.01%
121,324
+41,158
2300
$7.16M ﹤0.01%
157,909
+78,391