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
3926
$414K ﹤0.01%
40,476
3927
$411K ﹤0.01%
13,272
+13,216
3928
$409K ﹤0.01%
10,142
+10,133
3929
$409K ﹤0.01%
+3,803
3930
$408K ﹤0.01%
9,563
-12,197
3931
$407K ﹤0.01%
6,575
+435
3932
$405K ﹤0.01%
1,194
-4,493
3933
$405K ﹤0.01%
+68,189
3934
$404K ﹤0.01%
15,098
-12,446
3935
$404K ﹤0.01%
48,559
-70,130
3936
$402K ﹤0.01%
14,569
+8,143
3937
$401K ﹤0.01%
39,799
-464,476
3938
$399K ﹤0.01%
5,210
+5,180
3939
$398K ﹤0.01%
12,650
-13,460
3940
$398K ﹤0.01%
59,614
+38,038
3941
$397K ﹤0.01%
67,073
-92,313
3942
$397K ﹤0.01%
3,197
-3,389
3943
$397K ﹤0.01%
+19,919
3944
$396K ﹤0.01%
18,577
+18,012
3945
$396K ﹤0.01%
23,508
-240,346
3946
$395K ﹤0.01%
+776
3947
$394K ﹤0.01%
204,100
-1,000
3948
$393K ﹤0.01%
9,271
+2,882
3949
$393K ﹤0.01%
26,080
-10,777
3950
$392K ﹤0.01%
17,476
+3,966