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
1951
$11.8M ﹤0.01%
375,178
+204,003
1952
$11.8M ﹤0.01%
141,312
-53,570
1953
$11.8M ﹤0.01%
91,288
-18,216
1954
$11.8M ﹤0.01%
824,043
-222,196
1955
$11.8M ﹤0.01%
131,130
+66,947
1956
$11.8M ﹤0.01%
90,755
+184
1957
$11.8M ﹤0.01%
355,930
+14,987
1958
$11.8M ﹤0.01%
244,948
-514,900
1959
$11.7M ﹤0.01%
207,147
+373
1960
$11.7M ﹤0.01%
206,106
+23,625
1961
$11.7M ﹤0.01%
12,359
-5,481
1962
$11.7M ﹤0.01%
373,812
+155,133
1963
$11.6M ﹤0.01%
299,411
+40,781
1964
$11.6M ﹤0.01%
211,563
+13,893
1965
$11.6M ﹤0.01%
746,788
-350,099
1966
$11.6M ﹤0.01%
594,385
+14,680
1967
$11.5M ﹤0.01%
90,099
-6,497
1968
$11.5M ﹤0.01%
17,587
-74
1969
$11.5M ﹤0.01%
359,606
-139,994
1970
$11.5M ﹤0.01%
756,431
-3,845
1971
$11.5M ﹤0.01%
741,786
+561,299
1972
$11.4M ﹤0.01%
663,159
-70,981
1973
$11.4M ﹤0.01%
501,814
+300,592
1974
$11.4M ﹤0.01%
313,073
-267,565
1975
$11.4M ﹤0.01%
74,621
+9,921