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
901
$85.1M 0.01%
3,004,118
+225,187
902
$84.9M 0.01%
6,248,134
+339,965
903
$84.5M 0.01%
884,776
-130,524
904
$84.3M 0.01%
6,094,058
+897,952
905
$84.2M 0.01%
1,007,534
+250,021
906
$84.2M 0.01%
1,851,529
-12,774
907
$84.2M 0.01%
5,586,848
-124,959
908
$84M 0.01%
2,914,919
+29,235
909
$83.9M 0.01%
1,408,053
+33,644
910
$83.9M 0.01%
895,425
+339,408
911
$83.6M 0.01%
2,987,772
-614,598
912
$83.4M 0.01%
1,528,296
-358,674
913
$82.8M 0.01%
1,059,933
+260,136
914
$82M 0.01%
1,627,450
+133,731
915
$81.9M 0.01%
4,778,042
+2,430,342
916
$81.9M 0.01%
5,255,017
+928,123
917
$81.4M 0.01%
3,947,755
-453,637
918
$81.3M 0.01%
8,482,243
+1,832,328
919
$81.3M 0.01%
1,865,691
-284,105
920
$81M 0.01%
1,456,624
+600,653
921
$80.9M 0.01%
534,453
+115,434
922
$80.9M 0.01%
1,790,800
+128,780
923
$80.4M 0.01%
3,457,897
-219,732
924
$80.3M 0.01%
+2,579,783
925
$79.8M 0.01%
4,039,204
+1,089,037