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
4476
$135K ﹤0.01%
3,865
4477
$135K ﹤0.01%
13,474
-721,361
4478
$134K ﹤0.01%
8,159
-21,166
4479
$133K ﹤0.01%
12,399
-13,121
4480
$132K ﹤0.01%
+7,032
4481
$132K ﹤0.01%
77,300
-200
4482
$132K ﹤0.01%
93,476
-174,914
4483
0
4484
$131K ﹤0.01%
2,833
+698
4485
0
4486
$130K ﹤0.01%
29,846
-60,621
4487
$129K ﹤0.01%
+3,376
4488
$129K ﹤0.01%
2,088
+2,018
4489
$128K ﹤0.01%
3,184
-1,869
4490
$128K ﹤0.01%
17,155
-7,067
4491
$127K ﹤0.01%
1,239
+16
4492
$127K ﹤0.01%
7,238
-42,195
4493
$127K ﹤0.01%
743
-4,553
4494
$127K ﹤0.01%
4,860
+544
4495
$127K ﹤0.01%
15,515
-27,463
4496
$126K ﹤0.01%
5,519
-7,912
4497
$126K ﹤0.01%
3,132
+300
4498
$126K ﹤0.01%
3,824
-505
4499
$126K ﹤0.01%
19,330
+5,785
4500
$125K ﹤0.01%
+12,561