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
3676
$661K ﹤0.01%
23,277
+566
3677
$660K ﹤0.01%
19,289
-723
3678
0
3679
$660K ﹤0.01%
11,505
+2,874
3680
$656K ﹤0.01%
+32,970
3681
$656K ﹤0.01%
+6,941
3682
$655K ﹤0.01%
27,678
-27,143
3683
$653K ﹤0.01%
+77,132
3684
$653K ﹤0.01%
105,370
-84,911
3685
$649K ﹤0.01%
43,527
-22,951
3686
$648K ﹤0.01%
65,754
+2,890
3687
$648K ﹤0.01%
15,830
-17,218
3688
$645K ﹤0.01%
12,164
+3,277
3689
$644K ﹤0.01%
28,402
-91,488
3690
$644K ﹤0.01%
58,404
+46,724
3691
$642K ﹤0.01%
47,931
+4,527
3692
$641K ﹤0.01%
6,937
-621
3693
$640K ﹤0.01%
11,318
-8,443
3694
$639K ﹤0.01%
19,502
-11,435
3695
$637K ﹤0.01%
12,522
-11,395
3696
$635K ﹤0.01%
58,353
-45,918
3697
$634K ﹤0.01%
21,832
-21,770
3698
$633K ﹤0.01%
24,579
-23,071
3699
$630K ﹤0.01%
+43,495
3700
$630K ﹤0.01%
41,895
-34,220