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
1251
$36.6M ﹤0.01%
558,992
-208,573
1252
$36.4M ﹤0.01%
441,355
-96,335
1253
$36.4M ﹤0.01%
2,246,731
+987,198
1254
$36.3M ﹤0.01%
369,811
-28,691
1255
$36.2M ﹤0.01%
477,888
+37,427
1256
$36.2M ﹤0.01%
1,670,715
+2,197
1257
$36.1M ﹤0.01%
350,000
1258
$36.1M ﹤0.01%
205,812
+1,856
1259
$36.1M ﹤0.01%
396,094
-31,654
1260
$36M ﹤0.01%
417,661
+124,896
1261
$36M ﹤0.01%
441,814
+14,605
1262
$35.9M ﹤0.01%
3,603,517
-77,040
1263
$35.7M ﹤0.01%
106,665
+4,018
1264
$35.7M ﹤0.01%
1,639,252
+280,536
1265
$35.7M ﹤0.01%
741,766
+69,948
1266
$35.7M ﹤0.01%
1,086,871
+966,077
1267
$35.5M ﹤0.01%
1,772,856
+402,208
1268
$35.5M ﹤0.01%
802,199
+345,229
1269
$35.4M ﹤0.01%
414,042
+111,792
1270
$35.4M ﹤0.01%
350,461
-9,438
1271
$35.4M ﹤0.01%
137,823
-23,290
1272
$35.3M ﹤0.01%
677,332
+204,624
1273
$35.3M ﹤0.01%
634,994
+94,263
1274
$35.3M ﹤0.01%
931,644
-241,253
1275
$35.2M ﹤0.01%
1,756,605
+1,755,232