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
1476
$23.3M ﹤0.01%
1,125,813
+1,021,100
1477
$23.2M ﹤0.01%
522,647
-251,968
1478
$23.2M ﹤0.01%
825,442
-102,042
1479
$23.2M ﹤0.01%
940,332
-334,978
1480
$23.2M ﹤0.01%
989,084
+438,066
1481
$23.2M ﹤0.01%
400,000
1482
$23.1M ﹤0.01%
166,007
+15,277
1483
$23.1M ﹤0.01%
224,109
+14,229
1484
$23.1M ﹤0.01%
198,029
-43,995
1485
$23.1M ﹤0.01%
115,254
-10,468
1486
$23.1M ﹤0.01%
1,563,764
+543,432
1487
$22.8M ﹤0.01%
943,332
+138,342
1488
$22.7M ﹤0.01%
240,590
+91,795
1489
$22.7M ﹤0.01%
250,362
-144,665
1490
$22.6M ﹤0.01%
269,492
-12,352
1491
$22.6M ﹤0.01%
291,860
+7,658
1492
$22.6M ﹤0.01%
282,357
-2,854,588
1493
$22.5M ﹤0.01%
144,807
-46,599
1494
$22.5M ﹤0.01%
505,686
+156,325
1495
$22.5M ﹤0.01%
426,430
-65,503
1496
$22.4M ﹤0.01%
177,316
-8,135
1497
$22.4M ﹤0.01%
534,422
-214,560
1498
$22.4M ﹤0.01%
266,338
+132,732
1499
$22.4M ﹤0.01%
1,773,946
+96,672
1500
$22.3M ﹤0.01%
98,027
-37,338