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
4001
$361K ﹤0.01%
212,664
+54,295
4002
$361K ﹤0.01%
36,068
-40,466
4003
$360K ﹤0.01%
+481
4004
$358K ﹤0.01%
20,280
-405
4005
$357K ﹤0.01%
56,724
+56,717
4006
$356K ﹤0.01%
8,382
-71,724
4007
$355K ﹤0.01%
20,232
-27,014
4008
$355K ﹤0.01%
21,965
-531,505
4009
$354K ﹤0.01%
35,572
-173,423
4010
$353K ﹤0.01%
15,461
-24,425
4011
$353K ﹤0.01%
35,973
+12,319
4012
$353K ﹤0.01%
81,964
-276,867
4013
$353K ﹤0.01%
15,635
+3,208
4014
$352K ﹤0.01%
11,981
-36
4015
$352K ﹤0.01%
5,930
-7,310
4016
$350K ﹤0.01%
46,672
+26,348
4017
$347K ﹤0.01%
+13,672
4018
$347K ﹤0.01%
8,490
-1,062
4019
$347K ﹤0.01%
39,715
-32,990
4020
$347K ﹤0.01%
52,659
-511,021
4021
$346K ﹤0.01%
+25,983
4022
$346K ﹤0.01%
50,443
-7,903
4023
$345K ﹤0.01%
81,722
-21,576
4024
$344K ﹤0.01%
+16,372
4025
$344K ﹤0.01%
13,020
-230,715