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
2501
$5.29M ﹤0.01%
173,930
-326,412
2502
$5.28M ﹤0.01%
101,389
-76,599
2503
$5.28M ﹤0.01%
155,167
-22,573
2504
$5.27M ﹤0.01%
186,364
+158,061
2505
$5.26M ﹤0.01%
530,133
2506
$5.25M ﹤0.01%
705,837
-2,293,864
2507
$5.25M ﹤0.01%
110,481
+10,190
2508
$5.23M ﹤0.01%
159,172
-42,925
2509
$5.23M ﹤0.01%
78,896
-12,292
2510
$5.22M ﹤0.01%
103,928
-49,141
2511
$5.19M ﹤0.01%
71,681
-5,937
2512
$5.19M ﹤0.01%
202,366
-49,307
2513
$5.18M ﹤0.01%
63,896
-85,020
2514
$5.18M ﹤0.01%
85,856
-157,052
2515
$5.17M ﹤0.01%
91,134
-17,961
2516
$5.17M ﹤0.01%
132,819
+62,476
2517
$5.16M ﹤0.01%
169,540
+86,665
2518
$5.16M ﹤0.01%
175,308
-72,872
2519
$5.15M ﹤0.01%
108,744
-79,401
2520
$5.15M ﹤0.01%
232,388
+42,572
2521
$5.15M ﹤0.01%
114,929
-150,738
2522
$5.14M ﹤0.01%
84,789
+4,574
2523
$5.13M ﹤0.01%
111,039
-15,691
2524
$5.13M ﹤0.01%
83,427
-2,615
2525
$5.13M ﹤0.01%
+528,480