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
1126
$48.6M 0.01%
509,814
-271,798
1127
$48.4M 0.01%
1,334,144
-98,036
1128
$48.1M 0.01%
564,614
-43,297
1129
$47.7M 0.01%
267,760
-149,326
1130
$47.7M 0.01%
1,030,431
+35,429
1131
$47.7M 0.01%
1,041,156
-299,840
1132
$47.6M 0.01%
383,038
+12,715
1133
$47.5M 0.01%
1,962,497
+342,292
1134
$47.5M 0.01%
359,733
-51,799
1135
$47.4M 0.01%
850,005
-53,176
1136
$47.3M 0.01%
1,461,268
+471,308
1137
$46.6M 0.01%
800,584
-146,059
1138
$46.3M 0.01%
1,030,756
-33,495
1139
$46M 0.01%
634,123
-143,421
1140
$45.8M 0.01%
126,372
-7,294
1141
$45.8M 0.01%
339,176
-32,988
1142
$45.7M 0.01%
870,954
+141,918
1143
$45.4M 0.01%
501,791
+38,197
1144
$45.1M 0.01%
392,264
+37,538
1145
$45M 0.01%
638,703
+181,158
1146
$45M 0.01%
2,665,078
+226,440
1147
$44.9M 0.01%
234,147
+19,798
1148
$44.5M 0.01%
859,685
+70,885
1149
$44.4M 0.01%
2,296,145
-220,953
1150
$44.4M 0.01%
3,248,090
-318,561