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
2701
$3.9M ﹤0.01%
20,271
-11,466
2702
$3.89M ﹤0.01%
1,813
-1,117
2703
$3.88M ﹤0.01%
98,728
+14,200
2704
$3.88M ﹤0.01%
79,599
-171,438
2705
$3.86M ﹤0.01%
71,325
-76,700
2706
$3.85M ﹤0.01%
200,000
2707
$3.85M ﹤0.01%
153,809
-100,983
2708
$3.83M ﹤0.01%
478,467
-142,808
2709
$3.83M ﹤0.01%
100,193
+16,594
2710
$3.82M ﹤0.01%
76,577
-5,260
2711
$3.8M ﹤0.01%
919,826
-428,730
2712
$3.79M ﹤0.01%
76,050
-14,433
2713
$3.79M ﹤0.01%
242,256
+52,496
2714
$3.79M ﹤0.01%
628,161
+48,263
2715
$3.78M ﹤0.01%
16,010
+177
2716
$3.76M ﹤0.01%
96,290
+31,708
2717
$3.75M ﹤0.01%
53,697
-22,814
2718
$3.74M ﹤0.01%
+50,000
2719
$3.72M ﹤0.01%
122,219
-56,083
2720
$3.72M ﹤0.01%
152,633
+99,654
2721
$3.71M ﹤0.01%
136,472
+40,855
2722
$3.7M ﹤0.01%
176,258
+15,015
2723
$3.7M ﹤0.01%
160,321
+82,035
2724
$3.69M ﹤0.01%
216,785
+9,611
2725
$3.69M ﹤0.01%
98,377
-10,093