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
1651
$18.3M ﹤0.01%
547,669
+189,726
1652
$18.3M ﹤0.01%
1,730,535
-310,500
1653
$18.2M ﹤0.01%
101,999
-19,695
1654
$18.2M ﹤0.01%
993,822
+7,343
1655
$18.2M ﹤0.01%
268,310
+66,595
1656
$18.1M ﹤0.01%
290,995
+3,199
1657
$18.1M ﹤0.01%
754,611
+117,778
1658
$18.1M ﹤0.01%
642,005
-361,063
1659
$18.1M ﹤0.01%
235,380
-73,711
1660
$18.1M ﹤0.01%
9,027,075
+8,935,059
1661
$18M ﹤0.01%
954,186
+242,865
1662
$17.9M ﹤0.01%
1,189,022
+274,518
1663
$17.9M ﹤0.01%
212,879
+12,644
1664
$17.8M ﹤0.01%
791,900
-40,244
1665
$17.8M ﹤0.01%
462,587
+186,621
1666
$17.8M ﹤0.01%
145,459
+8,604
1667
$17.8M ﹤0.01%
949,731
+170,371
1668
$17.7M ﹤0.01%
631,056
-4,866,832
1669
$17.6M ﹤0.01%
636,109
+223,546
1670
$17.6M ﹤0.01%
199,921
-8,694
1671
$17.6M ﹤0.01%
404,089
+23,850
1672
$17.6M ﹤0.01%
211,253
-44,240
1673
$17.5M ﹤0.01%
306,700
+50,255
1674
$17.5M ﹤0.01%
274,109
+47,540
1675
$17.5M ﹤0.01%
1,523,462
-199,912