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
1401
$27.1M ﹤0.01%
762,783
+87,316
1402
$27.1M ﹤0.01%
437,072
+40,016
1403
$27.1M ﹤0.01%
178,830
+21,496
1404
$27.1M ﹤0.01%
1,905,559
+615,579
1405
$27M ﹤0.01%
2,382,661
-73,769
1406
$27M ﹤0.01%
441,099
-135,737
1407
$26.9M ﹤0.01%
755,012
+497,602
1408
$26.9M ﹤0.01%
166,093
-110
1409
$26.9M ﹤0.01%
313,969
-28,414
1410
$26.8M ﹤0.01%
330,747
-9,614
1411
$26.8M ﹤0.01%
1,393,964
-383,131
1412
$26.8M ﹤0.01%
766,792
+230,452
1413
$26.8M ﹤0.01%
437,296
+237,928
1414
$26.7M ﹤0.01%
121,325
+36,638
1415
$26.6M ﹤0.01%
934,743
-95,367
1416
$26.6M ﹤0.01%
821,256
+81,131
1417
$26.6M ﹤0.01%
330,412
+9,314
1418
$26.5M ﹤0.01%
893,397
+201,850
1419
$26.5M ﹤0.01%
48,552
+2,336
1420
$26.5M ﹤0.01%
213,519
-7,974
1421
$26.4M ﹤0.01%
765,489
+49,491
1422
$26.3M ﹤0.01%
204,027
-18,093
1423
$26.3M ﹤0.01%
70,345
-2,066
1424
$26.2M ﹤0.01%
616,213
-20,879
1425
$26.1M ﹤0.01%
340,709
-162,676