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
1601
$20M ﹤0.01%
415,395
+415,362
1602
$19.8M ﹤0.01%
470,990
+42,482
1603
$19.8M ﹤0.01%
259,198
+5,467
1604
$19.8M ﹤0.01%
180,919
+88,868
1605
$19.8M ﹤0.01%
129,488
+29,222
1606
$19.8M ﹤0.01%
571,680
-11,825
1607
$19.7M ﹤0.01%
331,119
+82,416
1608
$19.7M ﹤0.01%
1,348,236
+217,602
1609
$19.7M ﹤0.01%
5,616,038
+144,675
1610
$19.6M ﹤0.01%
816,220
+67,378
1611
$19.6M ﹤0.01%
358,849
-74,817
1612
$19.6M ﹤0.01%
+387,232
1613
$19.6M ﹤0.01%
75,596
+58,579
1614
$19.5M ﹤0.01%
454,326
-124,339
1615
$19.5M ﹤0.01%
377,533
+105,503
1616
$19.4M ﹤0.01%
1,094,292
+28,838
1617
$19.4M ﹤0.01%
636,117
+21,101
1618
$19.4M ﹤0.01%
285,820
-73,787
1619
$19.3M ﹤0.01%
242,245
+3,759
1620
$19.3M ﹤0.01%
747,063
-125,550
1621
$19.3M ﹤0.01%
219,897
+11,159
1622
$19.3M ﹤0.01%
267,896
+19,123
1623
$19.3M ﹤0.01%
335,800
-12,007
1624
$19.3M ﹤0.01%
699,052
-183,500
1625
$19.3M ﹤0.01%
1,079,472
+73,985