JP Morgan Chase

JP Morgan Chase 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
2476
$5.55M ﹤0.01%
121,911
+7,368
2477
$5.54M ﹤0.01%
335,862
-1,101
2478
$5.54M ﹤0.01%
19,210
+7,554
2479
$5.52M ﹤0.01%
59,200
-75,464
2480
$5.51M ﹤0.01%
150,022
+149,728
2481
$5.5M ﹤0.01%
70,521
-8,838
2482
$5.5M ﹤0.01%
97,984
-1,575
2483
$5.49M ﹤0.01%
152,394
+16,877
2484
$5.48M ﹤0.01%
358,046
-35,545
2485
$5.47M ﹤0.01%
+480,529
2486
$5.46M ﹤0.01%
+564,450
2487
$5.45M ﹤0.01%
186,050
+27,390
2488
$5.42M ﹤0.01%
200,000
2489
$5.41M ﹤0.01%
50,193
+1,616
2490
$5.41M ﹤0.01%
688,543
-214,354
2491
$5.4M ﹤0.01%
322,439
+322,046
2492
$5.4M ﹤0.01%
20,210
-11,813
2493
$5.39M ﹤0.01%
57,924
-29,106
2494
$5.39M ﹤0.01%
+557,781
2495
$5.37M ﹤0.01%
19,818
-8,755
2496
$5.33M ﹤0.01%
70,615
-6,690
2497
$5.32M ﹤0.01%
530,000
+80,000
2498
$5.31M ﹤0.01%
78,531
+19,247
2499
$5.29M ﹤0.01%
174,196
-3,599
2500
$5.29M ﹤0.01%
400,297
+28,059