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
4201
$247K ﹤0.01%
11,145
-3,255
4202
$246K ﹤0.01%
16,130
-60,216
4203
$246K ﹤0.01%
45,379
+397
4204
$246K ﹤0.01%
25,250
4205
$246K ﹤0.01%
39,130
+8,846
4206
$245K ﹤0.01%
49,421
-117,442
4207
$245K ﹤0.01%
2,440
+139
4208
$244K ﹤0.01%
11,742
-29,535
4209
$244K ﹤0.01%
19,000
4210
$243K ﹤0.01%
7,996
+709
4211
$243K ﹤0.01%
9,494
-1,200
4212
$242K ﹤0.01%
+24,000
4213
$242K ﹤0.01%
67,789
-3,310
4214
$242K ﹤0.01%
4,052
-2,760
4215
$242K ﹤0.01%
2,684
+584
4216
$242K ﹤0.01%
8,772
-12,384
4217
$242K ﹤0.01%
3,393
-5,379
4218
$241K ﹤0.01%
+3,584
4219
$240K ﹤0.01%
+2,250
4220
$240K ﹤0.01%
3,696
+143
4221
$240K ﹤0.01%
11,175
-1,350
4222
$238K ﹤0.01%
14,339
-11,164
4223
$237K ﹤0.01%
8,546
+1,284
4224
$236K ﹤0.01%
28,261
-32,370
4225
$235K ﹤0.01%
+2,890