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
1026
$61.2M 0.01%
174,543
+9,206
1027
$61M 0.01%
2,104,883
+682,015
1028
$61M 0.01%
1,119,863
+614,020
1029
$60.8M 0.01%
935,012
-248,312
1030
$60.8M 0.01%
2,942,150
-6,087,035
1031
$60.8M 0.01%
2,769,100
+926,044
1032
$60.7M 0.01%
917,251
-82,850
1033
$60.5M 0.01%
548,696
-42,329
1034
$60.3M 0.01%
736,030
+95,405
1035
$60.1M 0.01%
371,879
-66,536
1036
$59.9M 0.01%
89,929
+2,752
1037
$59.8M 0.01%
190,481
+8,599
1038
$59.8M 0.01%
1,978,769
+28,679
1039
$59.7M 0.01%
2,328,897
+242,804
1040
$59.6M 0.01%
6,382,726
-3,593,478
1041
$59.6M 0.01%
5,046,263
-1,342,749
1042
$59.3M 0.01%
593,326
+888
1043
$59.3M 0.01%
1,167,560
+61,529
1044
$59.2M 0.01%
1,266,693
-312,715
1045
$59M 0.01%
1,100,179
+54,022
1046
$58.7M 0.01%
2,179,072
-556,793
1047
$58.2M 0.01%
1,135,387
+1,043,538
1048
$58.1M 0.01%
12,410,947
-13,429,051
1049
$58.1M 0.01%
4,442,410
-9,169,406
1050
$58.1M 0.01%
2,381,568
+979,855