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
4801
$39K ﹤0.01%
940
-4,189
4802
$39K ﹤0.01%
1,248
-1,562
4803
$38K ﹤0.01%
+1,000
4804
$38K ﹤0.01%
809
4805
$38K ﹤0.01%
+400
4806
$38K ﹤0.01%
612
-3,712
4807
$38K ﹤0.01%
2,039
-4,466
4808
$38K ﹤0.01%
+950
4809
$37K ﹤0.01%
+1,140
4810
$37K ﹤0.01%
3,000
4811
$37K ﹤0.01%
3,654
-378
4812
$37K ﹤0.01%
4,227
-19,720
4813
$37K ﹤0.01%
5,120
-17,960
4814
$37K ﹤0.01%
711
4815
$37K ﹤0.01%
500
+167
4816
$37K ﹤0.01%
+8,299
4817
0
4818
$36K ﹤0.01%
+326
4819
$36K ﹤0.01%
1,345
4820
$36K ﹤0.01%
+600
4821
$36K ﹤0.01%
+728
4822
$36K ﹤0.01%
3,422
-3,600
4823
$36K ﹤0.01%
929
+29
4824
$36K ﹤0.01%
1,168
-300
4825
$36K ﹤0.01%
1,784
-32,769