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
3326
$1.33M ﹤0.01%
46,089
-9,760
3327
$1.32M ﹤0.01%
7,859
-2,558
3328
$1.32M ﹤0.01%
27,863
+328
3329
$1.31M ﹤0.01%
11,500
-94,775
3330
$1.31M ﹤0.01%
57,402
+57,266
3331
$1.31M ﹤0.01%
72,050
-3,101
3332
$1.31M ﹤0.01%
238,633
-164,455
3333
$1.31M ﹤0.01%
92,605
-117,738
3334
$1.31M ﹤0.01%
85,732
-12,425
3335
$1.31M ﹤0.01%
135,790
-334,065
3336
$1.3M ﹤0.01%
49,079
-56,115
3337
$1.3M ﹤0.01%
133,878
+180
3338
$1.3M ﹤0.01%
4,205
-8,342
3339
$1.3M ﹤0.01%
130,323
-38,377
3340
$1.3M ﹤0.01%
131,100
3341
$1.3M ﹤0.01%
+50,000
3342
$1.29M ﹤0.01%
68,885
+24,565
3343
$1.28M ﹤0.01%
67,705
-391
3344
$1.27M ﹤0.01%
9,113
-1,377
3345
$1.27M ﹤0.01%
+289
3346
$1.27M ﹤0.01%
13,910
+66
3347
$1.27M ﹤0.01%
11,016
+10,716
3348
$1.26M ﹤0.01%
50,969
+2,933
3349
$1.26M ﹤0.01%
21,530
-67
3350
$1.26M ﹤0.01%
68,369
-73,267