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
1076
$55.2M 0.01%
3,032,964
+101,842
1077
$55.1M 0.01%
2,645,842
+28,444
1078
$55M 0.01%
1,217,788
+551,516
1079
$54.9M 0.01%
4,672,967
+970,362
1080
$54.6M 0.01%
3,699,084
-1,860,479
1081
$54.4M 0.01%
1,262,392
+1,026,724
1082
$54.2M 0.01%
1,527,148
+192,995
1083
$53.9M 0.01%
247,026
+36,741
1084
$53.7M 0.01%
1,476,521
+83,206
1085
$53.6M 0.01%
155,113
-36,450
1086
$53.6M 0.01%
793,956
+43,501
1087
$53.5M 0.01%
1,208,920
+274,767
1088
$53.4M 0.01%
1,431,526
+397,902
1089
$53.4M 0.01%
232,172
+55,452
1090
$53.1M 0.01%
1,068,215
+87,364
1091
$52.7M 0.01%
1,187,538
+182,329
1092
$52.7M 0.01%
1,026,335
+256,804
1093
$52.6M 0.01%
1,563,155
+717,504
1094
$52.3M 0.01%
403,607
+33,361
1095
$52.2M 0.01%
1,007,554
+367,184
1096
$52.1M 0.01%
125,794
+41,268
1097
$52.1M 0.01%
1,423,327
+43,821
1098
$52M 0.01%
769,898
+279,839
1099
$51.8M 0.01%
114,432
+7,676
1100
$51.3M 0.01%
2,378,163
+2,154,424