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
2551
$4.9M ﹤0.01%
+506,292
2552
$4.89M ﹤0.01%
70,935
-73,512
2553
$4.89M ﹤0.01%
231,221
+75,841
2554
$4.88M ﹤0.01%
215,840
+137,247
2555
$4.88M ﹤0.01%
536,227
+211,419
2556
$4.88M ﹤0.01%
154,986
-7,251
2557
$4.86M ﹤0.01%
54,921
+8,749
2558
$4.86M ﹤0.01%
225,584
+13,992
2559
$4.85M ﹤0.01%
30,288
+715
2560
$4.85M ﹤0.01%
188,094
+145,848
2561
$4.82M ﹤0.01%
250,816
-10,156
2562
$4.79M ﹤0.01%
48,977
+7,560
2563
$4.78M ﹤0.01%
70,974
+15,096
2564
$4.78M ﹤0.01%
172,846
+14,098
2565
$4.77M ﹤0.01%
216,378
+194,629
2566
$4.75M ﹤0.01%
386,986
-206,520
2567
$4.75M ﹤0.01%
1,217,247
-336,336
2568
$4.74M ﹤0.01%
171,597
+120,050
2569
$4.74M ﹤0.01%
485,831
-261
2570
$4.74M ﹤0.01%
122,872
-329,407
2571
$4.73M ﹤0.01%
142,137
+33,632
2572
$4.73M ﹤0.01%
140,063
-15,498
2573
$4.73M ﹤0.01%
73,096
-12,166
2574
$4.72M ﹤0.01%
65,374
-12,687
2575
$4.72M ﹤0.01%
243,736
+11,359