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
2101
$9.6M ﹤0.01%
274,800
+59,983
2102
$9.58M ﹤0.01%
263,902
+119,166
2103
$9.57M ﹤0.01%
163,129
+41,805
2104
$9.55M ﹤0.01%
185,148
+24,901
2105
$9.53M ﹤0.01%
1,013,424
-67,882
2106
$9.52M ﹤0.01%
953,528
+190,267
2107
$9.51M ﹤0.01%
2,747,215
+763,271
2108
$9.46M ﹤0.01%
346,848
-170,219
2109
$9.42M ﹤0.01%
1,028,754
-303,053
2110
$9.4M ﹤0.01%
543,279
-137,974
2111
$9.39M ﹤0.01%
239,845
-83,464
2112
$9.39M ﹤0.01%
227,588
-124,652
2113
$9.38M ﹤0.01%
149,254
-13,946
2114
$9.36M ﹤0.01%
147,424
-25,124
2115
$9.36M ﹤0.01%
416,469
+7,656
2116
$9.34M ﹤0.01%
2,023,831
+1,737,466
2117
$9.31M ﹤0.01%
622,996
-7,577
2118
$9.31M ﹤0.01%
122,869
+16,628
2119
$9.31M ﹤0.01%
150,283
2120
$9.26M ﹤0.01%
89,359
+765
2121
$9.25M ﹤0.01%
230,603
-17,293
2122
$9.23M ﹤0.01%
204,346
-119,594
2123
$9.18M ﹤0.01%
362,821
-83,231
2124
$9.16M ﹤0.01%
102,438
-90,110
2125
$9.15M ﹤0.01%
229,017
-372,327