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
3426
$1.1M ﹤0.01%
68,852
+61,713
3427
$1.1M ﹤0.01%
24,071
+10,296
3428
$1.1M ﹤0.01%
14,570
+2,063
3429
$1.1M ﹤0.01%
88,464
-45,747
3430
$1.09M ﹤0.01%
151,221
-32,256
3431
$1.09M ﹤0.01%
249,767
+79,970
3432
$1.09M ﹤0.01%
104,978
-49,466
3433
$1.09M ﹤0.01%
63,553
-219,986
3434
$1.08M ﹤0.01%
22,551
+3,851
3435
$1.08M ﹤0.01%
19,700
+2,786
3436
$1.08M ﹤0.01%
92,764
+44,031
3437
$1.08M ﹤0.01%
35,952
-30,369
3438
$1.07M ﹤0.01%
7,228
+1,555
3439
$1.07M ﹤0.01%
83,185
-299,072
3440
$1.07M ﹤0.01%
34,558
-30,841
3441
$1.07M ﹤0.01%
108,999
-36,908
3442
$1.06M ﹤0.01%
19,940
+11,580
3443
$1.06M ﹤0.01%
2,325
+2,047
3444
$1.06M ﹤0.01%
60,126
-14,102
3445
$1.06M ﹤0.01%
38,791
-637
3446
$1.05M ﹤0.01%
105,745
3447
$1.05M ﹤0.01%
+105,380
3448
$1.05M ﹤0.01%
13,142
+4,662
3449
$1.05M ﹤0.01%
14,965
-164
3450
$1.05M ﹤0.01%
20,945
+2,515