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
2726
$3.69M ﹤0.01%
55,733
-8,827
2727
$3.69M ﹤0.01%
316,449
-130,791
2728
$3.68M ﹤0.01%
152,461
+54,009
2729
$3.67M ﹤0.01%
61,571
+13,473
2730
$3.67M ﹤0.01%
906,925
+593,026
2731
$3.67M ﹤0.01%
432,638
+6,875
2732
$3.67M ﹤0.01%
181,995
+137,084
2733
$3.66M ﹤0.01%
104,679
-277,437
2734
$3.65M ﹤0.01%
806,453
-692,688
2735
$3.64M ﹤0.01%
140,289
+51,565
2736
$3.64M ﹤0.01%
223,175
-20,850
2737
$3.64M ﹤0.01%
44,476
-158,516
2738
$3.63M ﹤0.01%
180,544
-49,581
2739
$3.62M ﹤0.01%
79,519
-17,166
2740
$3.62M ﹤0.01%
84,673
-7,359
2741
$3.61M ﹤0.01%
310,309
+78,783
2742
$3.6M ﹤0.01%
58,730
-77,030
2743
$3.59M ﹤0.01%
173,003
-342,074
2744
$3.57M ﹤0.01%
+183,442
2745
$3.56M ﹤0.01%
465,570
+202,487
2746
$3.56M ﹤0.01%
47,772
-49,627
2747
$3.52M ﹤0.01%
266,685
-137,031
2748
$3.51M ﹤0.01%
148,768
-95,672
2749
$3.51M ﹤0.01%
47,121
-70,062
2750
$3.51M ﹤0.01%
24,795
-12,285