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
4426
$149K ﹤0.01%
8,340
-34,461
4427
$148K ﹤0.01%
+3,926
4428
$148K ﹤0.01%
5,428
-100
4429
$147K ﹤0.01%
8,314
-986
4430
$147K ﹤0.01%
+5,896
4431
$147K ﹤0.01%
9,445
4432
$146K ﹤0.01%
2,636
-12,524
4433
$146K ﹤0.01%
+1,900
4434
$146K ﹤0.01%
20,021
-2,893
4435
$146K ﹤0.01%
+173
4436
$146K ﹤0.01%
1,339
+280
4437
$145K ﹤0.01%
2,718
+22
4438
$145K ﹤0.01%
+14,540
4439
$145K ﹤0.01%
+2,796
4440
$145K ﹤0.01%
8,411
-37,807
4441
$144K ﹤0.01%
+1,890
4442
$144K ﹤0.01%
+58
4443
$144K ﹤0.01%
22,947
-11,293
4444
$143K ﹤0.01%
5,000
4445
$142K ﹤0.01%
6,544
+1,152
4446
$142K ﹤0.01%
1,557
+1,262
4447
$142K ﹤0.01%
2,282
+1,427
4448
$142K ﹤0.01%
+305
4449
$141K ﹤0.01%
+334
4450
$141K ﹤0.01%
30,934
-37,182