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
3901
$428K ﹤0.01%
14,550
-9,037
3902
$427K ﹤0.01%
17,278
+2,139
3903
$426K ﹤0.01%
5,014
-5,786
3904
$426K ﹤0.01%
4,002
+3,986
3905
$426K ﹤0.01%
12,174
-11,384
3906
$426K ﹤0.01%
13,285
3907
$426K ﹤0.01%
9,190
-9,510
3908
$425K ﹤0.01%
49,314
+42,437
3909
$425K ﹤0.01%
64,250
+16,352
3910
$424K ﹤0.01%
643
+478
3911
$423K ﹤0.01%
+46,244
3912
$423K ﹤0.01%
53,716
+45,728
3913
$423K ﹤0.01%
16,166
-25,422
3914
$422K ﹤0.01%
3,904
+870
3915
$422K ﹤0.01%
12,406
-12,067
3916
$422K ﹤0.01%
20,042
-1,129
3917
$422K ﹤0.01%
62,586
-16,375
3918
$422K ﹤0.01%
38,981
-44,202
3919
$419K ﹤0.01%
24,982
-104,944
3920
$418K ﹤0.01%
12,345
-182,029
3921
$417K ﹤0.01%
156,693
-548,213
3922
$416K ﹤0.01%
19,837
-12,013
3923
$416K ﹤0.01%
30,065
-19,985
3924
$415K ﹤0.01%
1,851
-3,834
3925
$415K ﹤0.01%
24,378
-5,291