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
3976
$373K ﹤0.01%
4,258
+524
3977
$373K ﹤0.01%
5,513
+423
3978
$373K ﹤0.01%
21,484
-14,229
3979
$373K ﹤0.01%
17,036
-516
3980
$372K ﹤0.01%
+35,730
3981
$372K ﹤0.01%
37,280
-12,720
3982
$372K ﹤0.01%
41,751
-123,027
3983
$371K ﹤0.01%
5,676
+274
3984
$371K ﹤0.01%
19,933
+9,554
3985
$370K ﹤0.01%
3,226
-3,086
3986
$370K ﹤0.01%
64,225
-38,432
3987
$369K ﹤0.01%
40,635
-10,639
3988
$369K ﹤0.01%
35,841
+24,802
3989
$368K ﹤0.01%
11,333
-5,596
3990
$367K ﹤0.01%
3,803
+708
3991
$366K ﹤0.01%
5,904
-15
3992
$366K ﹤0.01%
24,583
+3,049
3993
$364K ﹤0.01%
13,117
+412
3994
$364K ﹤0.01%
+37,555
3995
$363K ﹤0.01%
90,551
-73,042
3996
$363K ﹤0.01%
3,551
-2
3997
$363K ﹤0.01%
54,599
-68,950
3998
$363K ﹤0.01%
35,832
-698,163
3999
$362K ﹤0.01%
5,883
-117
4000
$362K ﹤0.01%
113,774
-26,140