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
1001
$63.1M 0.01%
747,581
-18,037
1002
$63.1M 0.01%
713,707
+392,972
1003
$63M 0.01%
4,253,504
+68,010
1004
$62.8M 0.01%
674,916
+643,490
1005
$62.5M 0.01%
1,478,118
+96,931
1006
$62.3M 0.01%
1,321,966
+208,076
1007
$62.3M 0.01%
308,037
-11,670
1008
$61.8M 0.01%
533,437
+41,735
1009
$61.4M 0.01%
863,367
+189,699
1010
$61.3M 0.01%
895,416
+287,639
1011
$61.2M 0.01%
1,329,322
+144,235
1012
$61.2M 0.01%
2,063,254
-135,173
1013
$60.9M 0.01%
1,089,304
-345,004
1014
$60.7M 0.01%
2,058,236
+882,338
1015
$60.3M 0.01%
1,211,923
-508,112
1016
$60.2M 0.01%
404,723
+82,672
1017
$60.1M 0.01%
788,767
-39,134
1018
$59.8M 0.01%
1,120,578
-168,981
1019
$59.8M 0.01%
477,503
+201,761
1020
$59.7M 0.01%
5,093,989
+36,013
1021
$59.6M 0.01%
599,619
+16,172
1022
$59.1M 0.01%
2,192,115
-154,218
1023
$58.7M 0.01%
1,462,040
+65,278
1024
$58.6M 0.01%
847,045
+5,205
1025
$58.3M 0.01%
916,034
+681,447