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
3501
$965K ﹤0.01%
93,232
-12,579
3502
$961K ﹤0.01%
72,783
+14,987
3503
$961K ﹤0.01%
35,964
+35,846
3504
$961K ﹤0.01%
138,896
+15,982
3505
$959K ﹤0.01%
+94,700
3506
$959K ﹤0.01%
46,113
+22,153
3507
$958K ﹤0.01%
17,645
-6,324
3508
$958K ﹤0.01%
95,910
3509
$957K ﹤0.01%
8,363
-1,933
3510
$955K ﹤0.01%
+25,830
3511
$953K ﹤0.01%
7,313
+7,183
3512
$951K ﹤0.01%
166,746
-206,410
3513
$951K ﹤0.01%
+7,968
3514
$951K ﹤0.01%
23,448
-19,559
3515
$948K ﹤0.01%
39,387
-35,399
3516
$948K ﹤0.01%
+118,153
3517
$946K ﹤0.01%
116,021
-317,828
3518
$946K ﹤0.01%
+27,433
3519
$944K ﹤0.01%
79,537
+34,441
3520
$940K ﹤0.01%
+24,655
3521
$938K ﹤0.01%
12,417
-30
3522
$937K ﹤0.01%
55,149
-571
3523
$937K ﹤0.01%
92,784
3524
$935K ﹤0.01%
+64,468
3525
$935K ﹤0.01%
92,768