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
3801
$515K ﹤0.01%
35,448
+6,696
3802
$515K ﹤0.01%
+98
3803
$515K ﹤0.01%
51,169
3804
$512K ﹤0.01%
50,989
-12,500
3805
$511K ﹤0.01%
52,975
-61,306
3806
$510K ﹤0.01%
9,517
-2,407
3807
$510K ﹤0.01%
22,312
-22,489
3808
$509K ﹤0.01%
16,637
-14,065
3809
$508K ﹤0.01%
15,943
-61,132
3810
$508K ﹤0.01%
5,079
-74,507
3811
$507K ﹤0.01%
15,189
+15,081
3812
$506K ﹤0.01%
2,040
+130
3813
$506K ﹤0.01%
49,831
-30,000
3814
$504K ﹤0.01%
11,219
-12,540
3815
$504K ﹤0.01%
33,120
-28,248
3816
$504K ﹤0.01%
18,144
-264,440
3817
$503K ﹤0.01%
1,669
+1,310
3818
$503K ﹤0.01%
17,528
+5,832
3819
$502K ﹤0.01%
14,870
+14,866
3820
$501K ﹤0.01%
51,658
3821
$500K ﹤0.01%
42,493
+14,079
3822
$498K ﹤0.01%
50,000
3823
$497K ﹤0.01%
125,411
+88,342
3824
$497K ﹤0.01%
5,974
+1,561
3825
$496K ﹤0.01%
22,991
-35,213