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
3826
$495K ﹤0.01%
87,607
-242
3827
$495K ﹤0.01%
60,732
-93,540
3828
$495K ﹤0.01%
48,709
-28,068
3829
$493K ﹤0.01%
16,735
-16,897
3830
$493K ﹤0.01%
21,881
-43,064
3831
$493K ﹤0.01%
52,994
-22,611
3832
$490K ﹤0.01%
251
3833
$490K ﹤0.01%
4,334
+1,560
3834
$489K ﹤0.01%
5,850
+1,250
3835
$488K ﹤0.01%
49,500
3836
$488K ﹤0.01%
152,136
-64,563
3837
$486K ﹤0.01%
10,000
-400
3838
$485K ﹤0.01%
71,718
-92,726
3839
$485K ﹤0.01%
49,032
-29,810
3840
$485K ﹤0.01%
+49,998
3841
$484K ﹤0.01%
49,405
-576,345
3842
$481K ﹤0.01%
+22,333
3843
$478K ﹤0.01%
17,156
-19,108
3844
$478K ﹤0.01%
14,824
-222,122
3845
$478K ﹤0.01%
19,207
+3,389
3846
$477K ﹤0.01%
23,012
-19,920
3847
$477K ﹤0.01%
43,081
-43,913
3848
$476K ﹤0.01%
35,870
-20,850
3849
$476K ﹤0.01%
8,347
3850
$476K ﹤0.01%
48,662