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
926
$76.7M 0.01%
358,978
+15,447
927
$76.5M 0.01%
174,534
-29,356
928
$76.4M 0.01%
561,181
-131,753
929
$76.4M 0.01%
225,398
+111,920
930
$76.3M 0.01%
2,119,530
-2,053,386
931
$75.9M 0.01%
2,115,141
-22,553
932
$75.8M 0.01%
313,367
+84,295
933
$75.7M 0.01%
1,616,570
-28,308
934
$75.6M 0.01%
367,541
-25,356
935
$75.4M 0.01%
1,450,734
+381,782
936
$75.1M 0.01%
1,647,084
+1,206,626
937
$74.8M 0.01%
785,744
+671,824
938
$74.7M 0.01%
1,910,178
+1,866,027
939
$74.5M 0.01%
379,414
-1,195
940
$74.4M 0.01%
935,709
-124,524
941
$74.2M 0.01%
542,398
-115,766
942
$74.1M 0.01%
909,083
+863,731
943
$74.1M 0.01%
2,388,464
+780,828
944
$73.9M 0.01%
+10,510,751
945
$73.7M 0.01%
738,892
+11,268
946
$73.6M 0.01%
4,293,446
-263,588
947
$73.3M 0.01%
1,116,812
-67,096
948
$73.3M 0.01%
1,630,148
+333,566
949
$73.2M 0.01%
564,129
+220,994
950
$72.7M 0.01%
341,282
+205,004