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
1901
$12.6M ﹤0.01%
575,697
+393,769
1902
$12.6M ﹤0.01%
270,572
+741
1903
$12.6M ﹤0.01%
135,946
+12,533
1904
$12.6M ﹤0.01%
29,992
+4,072
1905
$12.5M ﹤0.01%
89,132
+2,650
1906
$12.5M ﹤0.01%
1,169,269
-104,097
1907
$12.5M ﹤0.01%
203,668
+52,182
1908
$12.5M ﹤0.01%
2,959,697
+382,230
1909
$12.4M ﹤0.01%
391,631
+49,729
1910
$12.4M ﹤0.01%
51,180
-32,030
1911
$12.4M ﹤0.01%
284,118
+163,284
1912
$12.4M ﹤0.01%
161,509
+117,115
1913
$12.4M ﹤0.01%
1,475,540
-223,507
1914
$12.4M ﹤0.01%
145,766
-92,879
1915
$12.4M ﹤0.01%
58,318
+22,132
1916
$12.3M ﹤0.01%
216,728
-139,963
1917
$12.3M ﹤0.01%
232,550
-252,513
1918
$12.3M ﹤0.01%
246,491
+74,438
1919
$12.3M ﹤0.01%
340,676
-916
1920
$12.3M ﹤0.01%
957,679
-14,496
1921
$12.3M ﹤0.01%
90,427
-13,543
1922
$12.3M ﹤0.01%
121,477
+25,624
1923
$12.2M ﹤0.01%
401,759
+23,465
1924
$12.2M ﹤0.01%
201,017
-191
1925
$12.2M ﹤0.01%
682,095
+129,892