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
4276
$213K ﹤0.01%
5,390
-22,651
4277
$213K ﹤0.01%
14,636
-22,814
4278
$212K ﹤0.01%
3,070
-369
4279
$212K ﹤0.01%
7,980
-23,149
4280
$211K ﹤0.01%
31,547
-26,237
4281
$211K ﹤0.01%
26,589
-396,501
4282
$211K ﹤0.01%
18,670
+18,622
4283
$210K ﹤0.01%
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4284
$210K ﹤0.01%
+30,850
4285
$210K ﹤0.01%
8,759
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4286
$210K ﹤0.01%
22,956
+21,431
4287
$209K ﹤0.01%
17,341
-18,970
4288
$209K ﹤0.01%
12,725
-58,989
4289
$209K ﹤0.01%
12,569
+11,510
4290
$209K ﹤0.01%
8,124
-30,077
4291
$208K ﹤0.01%
1,098
+175
4292
$208K ﹤0.01%
5,440
-3,000
4293
$207K ﹤0.01%
13,908
+11,518
4294
$207K ﹤0.01%
24,891
-49,345
4295
$206K ﹤0.01%
+172,057
4296
$205K ﹤0.01%
+2,251
4297
$204K ﹤0.01%
16,523
-15,396
4298
$204K ﹤0.01%
6,262
+5,750
4299
$204K ﹤0.01%
3,576
+334
4300
$204K ﹤0.01%
528
+523