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
1101
$49.4M ﹤0.01%
4,558,016
-452,110
1102
$49.3M ﹤0.01%
3,251,931
-1,111,072
1103
$49.2M ﹤0.01%
650,329
-77,523
1104
$49M ﹤0.01%
562,992
-235,684
1105
$49M ﹤0.01%
159,918
+38,334
1106
$49M ﹤0.01%
330,653
+89,853
1107
$48.9M ﹤0.01%
1,413,392
-288,650
1108
$48.9M ﹤0.01%
305,645
+93,842
1109
$48.9M ﹤0.01%
2,444,798
+403,187
1110
$48.7M ﹤0.01%
1,165,784
+134,249
1111
$48.3M ﹤0.01%
276,132
-5,454
1112
$48.2M ﹤0.01%
867,216
+138,306
1113
$48.1M ﹤0.01%
760,970
+146,090
1114
$48M ﹤0.01%
1,909,974
+911,525
1115
$47.9M ﹤0.01%
1,220,965
+2,529
1116
$47.9M ﹤0.01%
1,370,035
-196,749
1117
$47.8M ﹤0.01%
580,390
+130,802
1118
$47.8M ﹤0.01%
857,377
+218,720
1119
$47.8M ﹤0.01%
639,612
+360,570
1120
$47.8M ﹤0.01%
496,614
+245,849
1121
$47.7M ﹤0.01%
1,689,105
+1,013,278
1122
$47.7M ﹤0.01%
391,587
+11,316
1123
$47.6M ﹤0.01%
941,032
+39,975
1124
$47.5M ﹤0.01%
3,704,969
+2,336,816
1125
$47.5M ﹤0.01%
3,516,044
-25,749