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
2326
$6.95M ﹤0.01%
243,129
+38,153
2327
$6.95M ﹤0.01%
156,629
+56,546
2328
$6.95M ﹤0.01%
484,441
+28,652
2329
$6.94M ﹤0.01%
143,223
+143,211
2330
$6.94M ﹤0.01%
1,752,694
+679,071
2331
$6.93M ﹤0.01%
228,782
-45,802
2332
$6.93M ﹤0.01%
+1,113,600
2333
$6.92M ﹤0.01%
72,797
-6,265
2334
$6.91M ﹤0.01%
+143,424
2335
$6.91M ﹤0.01%
349,598
+239,655
2336
$6.88M ﹤0.01%
+712,520
2337
$6.87M ﹤0.01%
75,747
+43,504
2338
$6.87M ﹤0.01%
+693,940
2339
$6.87M ﹤0.01%
418,474
+214,576
2340
$6.87M ﹤0.01%
+694,190
2341
$6.86M ﹤0.01%
497,387
-252,307
2342
$6.86M ﹤0.01%
210,110
-69,350
2343
$6.85M ﹤0.01%
77,639
+33,008
2344
$6.85M ﹤0.01%
218,679
+9,028
2345
$6.84M ﹤0.01%
251,673
+70,531
2346
$6.83M ﹤0.01%
222,978
-45,365
2347
$6.83M ﹤0.01%
210,586
+43,069
2348
$6.83M ﹤0.01%
323,309
+56,684
2349
$6.8M ﹤0.01%
371,874
+124,349
2350
$6.79M ﹤0.01%
130,002
+23,305