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
1726
$15.8M ﹤0.01%
785,692
+9,820
1727
$15.7M ﹤0.01%
1,236,979
+78,015
1728
$15.7M ﹤0.01%
1,030,917
-189,885
1729
$15.7M ﹤0.01%
472,379
+74,838
1730
$15.7M ﹤0.01%
292,778
-54,872
1731
$15.6M ﹤0.01%
1,135,972
+6,629
1732
$15.6M ﹤0.01%
890,704
+676,653
1733
$15.6M ﹤0.01%
1,077,300
-1,821,181
1734
$15.6M ﹤0.01%
97,272
-7,535
1735
$15.6M ﹤0.01%
74,277
+5,222
1736
$15.6M ﹤0.01%
331,756
-95,037
1737
$15.6M ﹤0.01%
176,441
-16,561
1738
$15.6M ﹤0.01%
1,482,814
+240,764
1739
$15.5M ﹤0.01%
403,057
+127,930
1740
$15.5M ﹤0.01%
1,563,723
+400,286
1741
$15.5M ﹤0.01%
475,000
+421,964
1742
$15.5M ﹤0.01%
464,759
-61,972
1743
$15.4M ﹤0.01%
637,548
+141,192
1744
$15.3M ﹤0.01%
288,191
-65,983
1745
$15.3M ﹤0.01%
390,693
+36,601
1746
$15.3M ﹤0.01%
559,923
+259,578
1747
$15.2M ﹤0.01%
778,118
-295,083
1748
$15.2M ﹤0.01%
73,287
+8,268
1749
$15.2M ﹤0.01%
288,235
-70,394
1750
$15.2M ﹤0.01%
357,759
+165,027