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
726
$132M 0.02%
6,253,693
-719,501
727
$132M 0.02%
1,371,459
-449,084
728
$131M 0.02%
1,372,595
-288,124
729
$129M 0.02%
28,701,953
-1,311,350
730
$129M 0.02%
1,066,053
+362,436
731
$129M 0.02%
2,178,244
-41,194
732
$128M 0.02%
13,286,436
+1,406,612
733
$128M 0.02%
2,321,790
-279,446
734
$127M 0.02%
1,025,732
-221,604
735
$127M 0.02%
4,891,602
-28,936
736
$127M 0.02%
2,109,696
+1,366,200
737
$127M 0.02%
1,549,401
+259,355
738
$125M 0.02%
1,306,745
-12,750
739
$125M 0.02%
2,228,316
-32,358
740
$125M 0.01%
+494,414
741
$125M 0.01%
1,131,627
-7,143
742
$125M 0.01%
4,626,262
+738,040
743
$125M 0.01%
762,405
+83,170
744
$125M 0.01%
7,132,530
-2,031,399
745
$124M 0.01%
557,235
+25,946
746
$124M 0.01%
2,141,837
+259,612
747
$124M 0.01%
4,602,992
+4,269,516
748
$124M 0.01%
914,274
+318,323
749
$123M 0.01%
1,718,618
-22,924
750
$123M 0.01%
3,296,146
+1,397,263