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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.81B
4
META icon
Meta Platforms (Facebook)
META
+$1.63B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B

Top Sells

1 +$1.56B
2 +$1.27B
3 +$922M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$854M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$801M

Sector Composition

1 Technology 16.86%
2 Financials 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$1.93M ﹤0.01%
232,191
-11,047
3102
$1.93M ﹤0.01%
41,715
-58,285
3103
$1.92M ﹤0.01%
54,869
-3,999
3104
$1.91M ﹤0.01%
51,070
-22,021
3105
$1.91M ﹤0.01%
51,059
+11,807
3106
$1.91M ﹤0.01%
98,969
+98,944
3107
$1.91M ﹤0.01%
189,117
3108
$1.91M ﹤0.01%
37,653
+34,503
3109
$1.9M ﹤0.01%
74,592
-38,591
3110
$1.9M ﹤0.01%
191,189
-200,000
3111
$1.89M ﹤0.01%
+38,652
3112
$1.89M ﹤0.01%
17,258
-424
3113
$1.89M ﹤0.01%
195,000
3114
$1.89M ﹤0.01%
343,387
-1,424,165
3115
$1.88M ﹤0.01%
40,999
-2,061
3116
$1.87M ﹤0.01%
56,724
+42,773
3117
$1.86M ﹤0.01%
216,722
-27,106
3118
$1.85M ﹤0.01%
65,348
-13,056
3119
$1.85M ﹤0.01%
45,292
-8,007
3120
$1.85M ﹤0.01%
107,398
+22,681
3121
$1.85M ﹤0.01%
53,903
-19,055
3122
$1.84M ﹤0.01%
21,229
+880
3123
$1.84M ﹤0.01%
130,660
-35,936
3124
$1.84M ﹤0.01%
46,206
+11,494
3125
$1.84M ﹤0.01%
2,185
-215