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
$979B
AUM Growth
+$122B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,985
New
Increased
Reduced
Closed

Top Buys

1 +$3.65B
2 +$2.99B
3 +$2.1B
4
AVGO icon
Broadcom
AVGO
+$1.57B
5
NOW icon
ServiceNow
NOW
+$1.33B

Top Sells

1 +$3.4B
2 +$2.57B
3 +$2.55B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.56B

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$4.64M ﹤0.01%
107,523
-29,780
2502
$4.62M ﹤0.01%
72,260
+28,138
2503
$4.61M ﹤0.01%
240,861
-575,031
2504
$4.6M ﹤0.01%
+171,603
2505
$4.59M ﹤0.01%
74,225
-6,324
2506
$4.59M ﹤0.01%
+207,516
2507
$4.58M ﹤0.01%
344,001
-142,807
2508
$4.56M ﹤0.01%
225,079
+19,205
2509
$4.56M ﹤0.01%
203,228
-44,311
2510
$4.56M ﹤0.01%
266,768
+62,218
2511
$4.51M ﹤0.01%
128,018
+7,217
2512
$4.51M ﹤0.01%
155,753
+21,930
2513
$4.51M ﹤0.01%
152,429
+33,239
2514
$4.5M ﹤0.01%
89,025
-18,219
2515
$4.49M ﹤0.01%
233,228
+88,951
2516
$4.49M ﹤0.01%
302,161
+295,923
2517
$4.49M ﹤0.01%
62,879
+2,664
2518
$4.49M ﹤0.01%
359,416
+77,394
2519
$4.49M ﹤0.01%
572,850
-139,122
2520
$4.49M ﹤0.01%
199,783
+44,668
2521
$4.47M ﹤0.01%
393,672
+99,623
2522
$4.47M ﹤0.01%
83,930
+29,405
2523
$4.45M ﹤0.01%
169,756
+163,671
2524
$4.45M ﹤0.01%
920,942
+259,778
2525
$4.44M ﹤0.01%
135,060
+12,196