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
3701
$627K ﹤0.01%
73,493
+56,951
3702
$626K ﹤0.01%
64,070
+61,070
3703
$625K ﹤0.01%
16,536
+10,325
3704
$623K ﹤0.01%
56,599
+1,376
3705
$620K ﹤0.01%
10,001
-41,151
3706
$619K ﹤0.01%
+16,597
3707
$617K ﹤0.01%
6,165
+590
3708
$617K ﹤0.01%
24,860
+21,712
3709
$616K ﹤0.01%
8,028
+8,024
3710
$616K ﹤0.01%
62,395
3711
$615K ﹤0.01%
36,005
-16,337
3712
$614K ﹤0.01%
14,790
+10,889
3713
$612K ﹤0.01%
2,639
+117
3714
$611K ﹤0.01%
92,932
-201,763
3715
$610K ﹤0.01%
3,505
+2,345
3716
$610K ﹤0.01%
23,799
+21,164
3717
$608K ﹤0.01%
21,268
-6,777
3718
$608K ﹤0.01%
39,665
+27,139
3719
$607K ﹤0.01%
28,416
+21,773
3720
$606K ﹤0.01%
62
+1
3721
$605K ﹤0.01%
31,395
-6,920
3722
$605K ﹤0.01%
17,156
-19,451
3723
$604K ﹤0.01%
18,750
+1,945
3724
$603K ﹤0.01%
35,700
+27,204
3725
$602K ﹤0.01%
13,156
-5,246