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
1426
$25.3M ﹤0.01%
980,942
+571,002
1427
$25.1M ﹤0.01%
429,900
-2,500
1428
$25.1M ﹤0.01%
141,837
+25,946
1429
$25.1M ﹤0.01%
220,757
+10,436
1430
$25.1M ﹤0.01%
2,816,412
+680,734
1431
$25M ﹤0.01%
924,947
-93,414
1432
$25M ﹤0.01%
161,966
+18,415
1433
$25M ﹤0.01%
647,056
+45,685
1434
$25M ﹤0.01%
942,725
-258,474
1435
$25M ﹤0.01%
278,094
+30,821
1436
$25M ﹤0.01%
1,218,648
+615,257
1437
$25M ﹤0.01%
442,433
+270,046
1438
$24.9M ﹤0.01%
2,567,331
+184,044
1439
$24.8M ﹤0.01%
256,075
-25,548
1440
$24.8M ﹤0.01%
737,095
-116,597
1441
$24.8M ﹤0.01%
377,303
+5,774
1442
$24.7M ﹤0.01%
1,255,299
-269,713
1443
$24.6M ﹤0.01%
406,550
+358,164
1444
$24.6M ﹤0.01%
236,868
-1,320,113
1445
$24.6M ﹤0.01%
88,468
-15,157
1446
$24.5M ﹤0.01%
2,581,631
-297,933
1447
$24.5M ﹤0.01%
171,554
-4,789
1448
$24.5M ﹤0.01%
586,588
-703,818
1449
$24.5M ﹤0.01%
1,195,449
+518,531
1450
$24.4M ﹤0.01%
999,865
-229,450