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
1801
$14.4M ﹤0.01%
455,854
-136,918
1802
$14.3M ﹤0.01%
365,547
-99,703
1803
$14.3M ﹤0.01%
118,642
+25,496
1804
$14.3M ﹤0.01%
869,847
-112,559
1805
$14.2M ﹤0.01%
215,641
-82,408
1806
$14.2M ﹤0.01%
484,090
+19,511
1807
$14.2M ﹤0.01%
326,340
-31,528
1808
$14.2M ﹤0.01%
578,556
-23,789
1809
$14.2M ﹤0.01%
897,283
-383,317
1810
$14.2M ﹤0.01%
144,852
-77,407
1811
$14.1M ﹤0.01%
1,980,549
-167,885
1812
$14.1M ﹤0.01%
81,439
-102,371
1813
$14.1M ﹤0.01%
299,204
+171,950
1814
$14.1M ﹤0.01%
416,882
-252,145
1815
$14.1M ﹤0.01%
72,585
-78,883
1816
$14.1M ﹤0.01%
144,906
-19,363
1817
$14M ﹤0.01%
800,369
-140,199
1818
$14M ﹤0.01%
184,965
+54,736
1819
$14M ﹤0.01%
423,651
+186,284
1820
$14M ﹤0.01%
280,430
+27,673
1821
$14M ﹤0.01%
93,979
-11,368
1822
$13.9M ﹤0.01%
921,061
-338,991
1823
$13.9M ﹤0.01%
117,148
+8,128
1824
$13.9M ﹤0.01%
347,879
-85,341
1825
$13.9M ﹤0.01%
117,370
-18,552