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
1201
$40.1M ﹤0.01%
1,563,424
+89,434
1202
$40M ﹤0.01%
1,011,367
-13,166
1203
$40M ﹤0.01%
183,474
+124,403
1204
$40M ﹤0.01%
422,342
-63,505
1205
$40M ﹤0.01%
867,707
+459,611
1206
$39.9M ﹤0.01%
705,131
+40,076
1207
$39.9M ﹤0.01%
212,366
+164,365
1208
$39.7M ﹤0.01%
1,721,033
+150,182
1209
$39.6M ﹤0.01%
687,943
-379,546
1210
$39.6M ﹤0.01%
8,610,209
+293,449
1211
$39.4M ﹤0.01%
1,130,024
+37,273
1212
$39.4M ﹤0.01%
492,056
-10,367
1213
$39.4M ﹤0.01%
901,230
+149,862
1214
$39.4M ﹤0.01%
7,859,110
+1,138,518
1215
$39.3M ﹤0.01%
828,218
-5,936,969
1216
$39.3M ﹤0.01%
380,980
+143,257
1217
$39.2M ﹤0.01%
1,092,772
+39,592
1218
$39.2M ﹤0.01%
399,863
+62,038
1219
$39.2M ﹤0.01%
1,057,379
+374,636
1220
$39.1M ﹤0.01%
738,662
+44,941
1221
$39.1M ﹤0.01%
177,700
-8,614
1222
$39.1M ﹤0.01%
4,307,988
+1,952,094
1223
$38.8M ﹤0.01%
421,683
+6,741
1224
$38.8M ﹤0.01%
595,375
-334,169
1225
$38.6M ﹤0.01%
207,094
+158,799