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
3276
$1.41M ﹤0.01%
57,649
-310,360
3277
$1.41M ﹤0.01%
23,130
-357,688
3278
$1.4M ﹤0.01%
16,085
-16,306
3279
$1.4M ﹤0.01%
207,859
-95,182
3280
$1.4M ﹤0.01%
31,244
-34,080
3281
$1.4M ﹤0.01%
19,246
+746
3282
$1.4M ﹤0.01%
136,897
-840,005
3283
$1.4M ﹤0.01%
29,037
-27,200
3284
$1.4M ﹤0.01%
139,072
3285
$1.4M ﹤0.01%
73,299
+24,804
3286
$1.4M ﹤0.01%
37,614
-23,738
3287
$1.39M ﹤0.01%
62,869
+1,231
3288
$1.39M ﹤0.01%
50,000
3289
$1.39M ﹤0.01%
65,705
-116,235
3290
$1.38M ﹤0.01%
20,230
-20,727
3291
$1.38M ﹤0.01%
30,429
-10,277
3292
$1.38M ﹤0.01%
31,276
-3,748
3293
$1.38M ﹤0.01%
53,518
-41,537
3294
$1.38M ﹤0.01%
137,500
3295
$1.38M ﹤0.01%
137,081
3296
$1.38M ﹤0.01%
66,608
+20,217
3297
$1.37M ﹤0.01%
103,665
3298
$1.37M ﹤0.01%
+10,324
3299
$1.37M ﹤0.01%
169,221
-78,947
3300
$1.37M ﹤0.01%
+52,714