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
2651
$3.56M ﹤0.01%
114,434
+20,771
2652
$3.54M ﹤0.01%
134,903
+47,277
2653
$3.54M ﹤0.01%
+62,000
2654
$3.53M ﹤0.01%
35,667
+35,347
2655
$3.52M ﹤0.01%
137,473
-9,173
2656
$3.52M ﹤0.01%
391,716
-91,995
2657
$3.51M ﹤0.01%
125,538
+16,385
2658
$3.5M ﹤0.01%
172,414
-24,257
2659
$3.5M ﹤0.01%
36,887
-409
2660
$3.49M ﹤0.01%
71,917
+63,906
2661
$3.48M ﹤0.01%
473,688
+34,559
2662
$3.47M ﹤0.01%
338,203
+100,437
2663
$3.46M ﹤0.01%
90,290
+2,704
2664
$3.45M ﹤0.01%
172,388
+69,656
2665
$3.44M ﹤0.01%
42,144
-120,871
2666
$3.43M ﹤0.01%
133,212
-3,880
2667
$3.43M ﹤0.01%
28,127
+13,881
2668
$3.42M ﹤0.01%
773,005
-1
2669
$3.41M ﹤0.01%
420,585
+23,031
2670
$3.4M ﹤0.01%
113,533
+108,702
2671
$3.39M ﹤0.01%
108,049
-26,830
2672
$3.38M ﹤0.01%
96,499
-26,265
2673
$3.38M ﹤0.01%
549,996
+31,520
2674
$3.37M ﹤0.01%
52,218
-185,562
2675
$3.36M ﹤0.01%
268,100
+81,634