JP Morgan Chase & Co

JP Morgan Chase & Co 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
301
$533M 0.06%
17,039,962
+6,762,128
302
$530M 0.06%
5,235,145
+252,382
303
$530M 0.06%
19,302,506
+495,964
304
$529M 0.06%
6,202,774
+2,083,439
305
$529M 0.06%
381,829
+52,825
306
$528M 0.06%
6,856,386
+1,367,920
307
$525M 0.06%
14,112,215
+1,135,370
308
$524M 0.06%
14,592,165
+547,599
309
$520M 0.06%
6,055,599
+804,048
310
$519M 0.06%
7,834,838
+2,218,562
311
$517M 0.06%
10,556,464
-253,056
312
$515M 0.06%
2,096,451
+332,588
313
$515M 0.06%
15,614,312
+3,511,024
314
$513M 0.06%
4,748,293
+232,981
315
$512M 0.06%
2,884,972
+987,143
316
$510M 0.06%
2,351,717
+512,955
317
$510M 0.06%
5,944,288
-852,943
318
$506M 0.06%
1,324,283
+278,826
319
$504M 0.06%
2,085,383
+152,208
320
$499M 0.06%
34,979,937
+6,213,627
321
$494M 0.06%
3,754,429
-171,422
322
$493M 0.06%
8,326,014
+649,936
323
$492M 0.06%
8,239,278
-712,880
324
$492M 0.06%
15,852,630
+1,770,217
325
$491M 0.06%
14,750,452
-2,957,391