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
$979B
AUM Growth
+$122B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,985
New
Increased
Reduced
Closed

Top Buys

1 +$3.65B
2 +$2.99B
3 +$2.1B
4
AVGO icon
Broadcom
AVGO
+$1.57B
5
NOW icon
ServiceNow
NOW
+$1.33B

Top Sells

1 +$3.4B
2 +$2.57B
3 +$2.55B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.56B

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$262M 0.03%
9,226,560
-621,720
502
$262M 0.03%
10,040,364
-4,571,862
503
$261M 0.03%
5,250,076
-258,321
504
$260M 0.03%
4,015,400
-1,447,394
505
$259M 0.02%
946,516
+686,337
506
$258M 0.02%
1,867,730
-133,617
507
$256M 0.02%
2,412,262
+42,692
508
$256M 0.02%
3,927,986
+3,456,691
509
$253M 0.02%
17,848,531
+4,839,102
510
$251M 0.02%
2,528,671
-52,885
511
$250M 0.02%
6,773,557
-223,688
512
$250M 0.02%
2,237,845
+630,945
513
$250M 0.02%
4,341,066
-1,512,857
514
$249M 0.02%
3,540,187
+1,424,304
515
$248M 0.02%
5,421,352
+890,086
516
$248M 0.02%
1,739,390
+215,987
517
$247M 0.02%
1,432,412
-203,085
518
$247M 0.02%
10,602,438
-467,027
519
$246M 0.02%
3,158,909
-75,526
520
$244M 0.02%
8,700,319
-187,248
521
$243M 0.02%
5,351,090
-472
522
$243M 0.02%
3,028,626
-9,598
523
$242M 0.02%
4,032,426
+1,021,610
524
$242M 0.02%
2,043,559
+1,376,949
525
$241M 0.02%
616,774
+387,560