JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
1
$25.8B 3.44%
65,005,440
-1,102,910
2
$18.5B 2.47%
78,480,984
+4,067,329
3
$15.6B 2.08%
127,421,274
-305,710
4
$13.5B 1.8%
87,200,380
+7,836,180
5
$7.43B 0.99%
71,882,320
+16,094,780
6
$7.31B 0.98%
127,893,353
+13,142,659
7
$6.86B 0.92%
120,462,653
+29,910,659
8
$6.86B 0.92%
66,529,520
+3,783,740
9
$6.39B 0.85%
21,709,534
+2,280,225
10
$6.34B 0.85%
17,819,102
+1,814,099
11
$5.56B 0.74%
86,336,199
+3,271,973
12
$5.08B 0.68%
13,652,497
-50,636
13
$4.92B 0.66%
31,711,486
+1,524,072
14
$4.8B 0.64%
76,042,909
+3,693,696
15
$4.62B 0.62%
17,189,551
+1,219,099
16
$4.51B 0.6%
59,618,991
+4,270,454
17
$4.46B 0.6%
75,448,378
+2,075,820
18
$4.33B 0.58%
22,902,753
-805,501
19
$4.29B 0.57%
19,268,427
-6,137,721
20
$4.27B 0.57%
36,122,705
-12,170,105
21
$4.27B 0.57%
54,991,858
+1,645,117
22
$4.24B 0.57%
25,808,796
+1,351,846
23
$4.09B 0.55%
105,784,304
+4,989,080
24
$4.02B 0.54%
73,471,262
+19,036,465
25
$3.84B 0.51%
71,030,273
+4,067,999