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
1201
$38.8M ﹤0.01%
403,220
-235,692
1202
$38.7M ﹤0.01%
1,042,574
+50,906
1203
$38.6M ﹤0.01%
2,565,918
+766,408
1204
$38.6M ﹤0.01%
387,968
-70,572
1205
$38.4M ﹤0.01%
866,825
+859,220
1206
$38.4M ﹤0.01%
834,292
-235,622
1207
$38.3M ﹤0.01%
296,595
-967
1208
$38.3M ﹤0.01%
1,506,081
-726,414
1209
$38.1M ﹤0.01%
792,376
-66,895
1210
$38.1M ﹤0.01%
58,899
+23,830
1211
$37.9M ﹤0.01%
680,136
-298,074
1212
$37.8M ﹤0.01%
1,700,464
+38,618
1213
$37.7M ﹤0.01%
837,985
+20,676
1214
$37.6M ﹤0.01%
1,140,380
+485,524
1215
$37.6M ﹤0.01%
700,165
+51,148
1216
$37.5M ﹤0.01%
1,887,623
+110,840
1217
$37.5M ﹤0.01%
1,977,435
+104,676
1218
$37.3M ﹤0.01%
1,559,188
-63,850
1219
$37.2M ﹤0.01%
966,699
-30,274
1220
$37.1M ﹤0.01%
189,572
+47,562
1221
$37M ﹤0.01%
584,623
+93,558
1222
$36.8M ﹤0.01%
1,415,007
+72,198
1223
$36.2M ﹤0.01%
409,758
-86,615
1224
$36.1M ﹤0.01%
992,201
+322,959
1225
$36.1M ﹤0.01%
1,672,366
-3,121,116