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
4051
$330K ﹤0.01%
14,011
-15,606
4052
$330K ﹤0.01%
55,243
+34,698
4053
$329K ﹤0.01%
44,842
+3,475
4054
$327K ﹤0.01%
3,377
+1,658
4055
$325K ﹤0.01%
4,866
+1,894
4056
$324K ﹤0.01%
7,012
+330
4057
$324K ﹤0.01%
30,637
+5,378
4058
$324K ﹤0.01%
33,366
-44,157
4059
$323K ﹤0.01%
+6,099
4060
$323K ﹤0.01%
7,438
+1,031
4061
$322K ﹤0.01%
6,528
-18,617
4062
$322K ﹤0.01%
18,872
-16,850
4063
$320K ﹤0.01%
11,734
+4,222
4064
$320K ﹤0.01%
3,598
-63
4065
$320K ﹤0.01%
+84,250
4066
$318K ﹤0.01%
79,924
-59,523
4067
$316K ﹤0.01%
13,086
-7,785
4068
$315K ﹤0.01%
18,190
-48,706
4069
$315K ﹤0.01%
43,921
-53,057
4070
$315K ﹤0.01%
11,016
+771
4071
$315K ﹤0.01%
655
-35
4072
$315K ﹤0.01%
31,530
-1,800
4073
$314K ﹤0.01%
6,468
+2,619
4074
$314K ﹤0.01%
+503
4075
$313K ﹤0.01%
5,691
+41