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
976
$71.5M 0.01%
5,759,489
-935,190
977
$71.5M 0.01%
987,097
+291,361
978
$71.4M 0.01%
4,687,679
+1,315,859
979
$71.1M 0.01%
2,174,456
+45,822
980
$71.1M 0.01%
2,194,856
+1,012,572
981
$70.6M 0.01%
2,171,732
-218,021
982
$70.5M 0.01%
425,177
-161,779
983
$70.5M 0.01%
1,162,876
+165,095
984
$70.2M 0.01%
1,029,099
+880,841
985
$70M 0.01%
4,510,102
+1,236,981
986
$70M 0.01%
1,587,278
-9,901
987
$69.8M 0.01%
276,000
-449,027
988
$69.7M 0.01%
207,634
-13,242
989
$69.1M 0.01%
2,757,471
-74,339
990
$68.8M 0.01%
964,830
+154,903
991
$68.8M 0.01%
1,178,146
+952,350
992
$68.7M 0.01%
1,936,404
-731,634
993
$68.4M 0.01%
2,954,391
-2,596,887
994
$68.2M 0.01%
120,401
+4,294
995
$68M 0.01%
519,918
+2,242
996
$68M 0.01%
1,089,429
+939,011
997
$67.7M 0.01%
525,740
+171,252
998
$67.4M 0.01%
719,273
-69,317
999
$67.3M 0.01%
3,636,410
+697,012
1000
$67.2M 0.01%
1,514,987
-17,590