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
4626
$83K ﹤0.01%
1,375
+1,350
4627
$82K ﹤0.01%
4,774
+549
4628
$82K ﹤0.01%
3,833
+812
4629
$81K ﹤0.01%
2,052
+159
4630
$81K ﹤0.01%
920
-54
4631
0
4632
$81K ﹤0.01%
850
+838
4633
$80K ﹤0.01%
2,523
-2,730
4634
$80K ﹤0.01%
1,500
-339
4635
$80K ﹤0.01%
12,249
-15,108
4636
$80K ﹤0.01%
+667
4637
$80K ﹤0.01%
776
4638
$79K ﹤0.01%
1,130
-67
4639
$79K ﹤0.01%
+6,095
4640
$79K ﹤0.01%
1,696
+1,434
4641
$79K ﹤0.01%
213
-285
4642
$78K ﹤0.01%
869
4643
$78K ﹤0.01%
3,441
-132
4644
$77K ﹤0.01%
984
+550
4645
$77K ﹤0.01%
+2,687
4646
$77K ﹤0.01%
6,656
+1,507
4647
$77K ﹤0.01%
+8
4648
$77K ﹤0.01%
25,500
+16,100
4649
$76K ﹤0.01%
+5,141
4650
0