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
1076
$52M 0.01%
1,219,271
-53,793
1077
$51.8M 0.01%
1,615,820
-126,101
1078
$51.6M 0.01%
1,858,268
+345,100
1079
$51.6M ﹤0.01%
1,019,434
+236,356
1080
$51.6M ﹤0.01%
355,633
+144,733
1081
$51.5M ﹤0.01%
2,052,826
+299,403
1082
$51.4M ﹤0.01%
955,225
+398,894
1083
$51.4M ﹤0.01%
168,690
+29,497
1084
$51.3M ﹤0.01%
926,201
+430,660
1085
$51.3M ﹤0.01%
1,370,088
-106,501
1086
$51.2M ﹤0.01%
387,296
-210,150
1087
$51.1M ﹤0.01%
505,311
+194,128
1088
$51.1M ﹤0.01%
1,101,235
+69,523
1089
$50.7M ﹤0.01%
2,179,597
+248,280
1090
$50.7M ﹤0.01%
886,695
-152,183
1091
$50.7M ﹤0.01%
1,259,093
+249,205
1092
$50.6M ﹤0.01%
827,048
+85,980
1093
$50.6M ﹤0.01%
242,686
-3,127
1094
$50.2M ﹤0.01%
1,705,116
+304,539
1095
$50.1M ﹤0.01%
809,071
+102,734
1096
$50M ﹤0.01%
394,128
-129,948
1097
$49.7M ﹤0.01%
1,138,790
+326,005
1098
$49.7M ﹤0.01%
949,514
+513,610
1099
$49.6M ﹤0.01%
1,957,795
+14,249
1100
$49.5M ﹤0.01%
283,498
+28,266