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
1751
$15.5M ﹤0.01%
164,218
-38,661
1752
$15.5M ﹤0.01%
109,206
-8,849
1753
$15.4M ﹤0.01%
1,056,524
+1,027,538
1754
$15.4M ﹤0.01%
297,429
+48,325
1755
$15.4M ﹤0.01%
110,217
+99,049
1756
$15.4M ﹤0.01%
204,189
-3,565
1757
$15.4M ﹤0.01%
1,544,353
+13,386
1758
$15.3M ﹤0.01%
299,436
-31,891
1759
$15.3M ﹤0.01%
241,992
-127,226
1760
$15.3M ﹤0.01%
440,116
-84,451
1761
$15.3M ﹤0.01%
379,404
-979,082
1762
$15.3M ﹤0.01%
1,136,803
-612,832
1763
$15.2M ﹤0.01%
318,711
-262,388
1764
$15.2M ﹤0.01%
394,913
+60,186
1765
$15.1M ﹤0.01%
94,572
-15,299
1766
$15.1M ﹤0.01%
396,558
-31,100
1767
$15M ﹤0.01%
645,426
+226,952
1768
$15M ﹤0.01%
171,605
-756
1769
$15M ﹤0.01%
367,597
+15,286
1770
$14.9M ﹤0.01%
1,249,766
+507,539
1771
$14.9M ﹤0.01%
1,294,136
+97,914
1772
$14.9M ﹤0.01%
898,040
+395,354
1773
$14.9M ﹤0.01%
181,186
-22,991
1774
$14.8M ﹤0.01%
794,833
-63,880
1775
$14.8M ﹤0.01%
172,263
-833,843