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
3851
$474K ﹤0.01%
19,361
-33,748
3852
$472K ﹤0.01%
2,427
+357
3853
$471K ﹤0.01%
125,031
-95,999
3854
$471K ﹤0.01%
33,199
-7,105
3855
$471K ﹤0.01%
12,968
-25,651
3856
$470K ﹤0.01%
26,777
+26,756
3857
$470K ﹤0.01%
29,400
+5,126
3858
$470K ﹤0.01%
134,633
+60,484
3859
$469K ﹤0.01%
10,383
-143,575
3860
$468K ﹤0.01%
37,174
+484
3861
$467K ﹤0.01%
63,054
+12,978
3862
$466K ﹤0.01%
2,815
-7,764
3863
$465K ﹤0.01%
28,198
-74,829
3864
$465K ﹤0.01%
+13,345
3865
$465K ﹤0.01%
4,757
+210
3866
$464K ﹤0.01%
4,294
+1,488
3867
$464K ﹤0.01%
5,819
-5,659
3868
$463K ﹤0.01%
1,876
-42
3869
$463K ﹤0.01%
13,745
+4,156
3870
$462K ﹤0.01%
5,704
3871
$462K ﹤0.01%
46,688
-289,487
3872
$462K ﹤0.01%
26,994
-31,168
3873
$460K ﹤0.01%
87,031
-83,370
3874
$457K ﹤0.01%
+23,617
3875
0