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
26
$4.21B 0.5%
35,021,753
-1,100,952
27
$4.1B 0.49%
55,899,563
-3,719,428
28
$4.07B 0.49%
14,834,205
-634,051
29
$3.94B 0.47%
34,960,994
+1,296,199
30
$3.93B 0.47%
17,143,017
-189,805
31
$3.93B 0.47%
60,347,170
+6,216,640
32
$3.84B 0.46%
25,937,057
+537,116
33
$3.83B 0.46%
8,903,568
-337,128
34
$3.8B 0.45%
70,268,109
+2,117,492
35
$3.74B 0.45%
63,931,725
+2,122,797
36
$3.6B 0.43%
60,189,973
+5,348,495
37
$3.46B 0.41%
10,855,972
-33,453
38
$3.44B 0.41%
28,740,857
-958,467
39
$3.43B 0.41%
56,276,564
+5,019,629
40
$3.42B 0.41%
75,469,325
+8,055,689
41
$3.41B 0.41%
46,910,749
-4,043,883
42
$3.28B 0.39%
45,004,628
+3,606,250
43
$3.25B 0.39%
34,559,339
-1,250,956
44
$3.22B 0.38%
16,616,496
+2,027,625
45
$3.22B 0.38%
25,939,443
+3,325,977
46
$3.03B 0.36%
54,652,870
+494,547
47
$2.97B 0.35%
1,906,197
-29,663
48
$2.96B 0.35%
34,723,524
-1,779,536
49
$2.89B 0.35%
12,531,472
-20,624
50
$2.89B 0.34%
19,552,554
-1,800,128