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
2776
$3.33M ﹤0.01%
97,602
+35,476
2777
$3.33M ﹤0.01%
176,237
-29,463
2778
$3.32M ﹤0.01%
181,555
+27,288
2779
$3.32M ﹤0.01%
113,004
+73,678
2780
$3.31M ﹤0.01%
+60,290
2781
$3.31M ﹤0.01%
57,727
+718
2782
$3.31M ﹤0.01%
+105,814
2783
$3.3M ﹤0.01%
156,134
+133,175
2784
$3.29M ﹤0.01%
26,342
+7,360
2785
$3.26M ﹤0.01%
88,906
-44,463
2786
$3.26M ﹤0.01%
34,976
-227,762
2787
$3.26M ﹤0.01%
32,462
2788
$3.25M ﹤0.01%
132,652
+59,549
2789
$3.25M ﹤0.01%
108,707
-26,371
2790
$3.24M ﹤0.01%
109,271
-40,050
2791
$3.24M ﹤0.01%
237,499
+22,304
2792
$3.24M ﹤0.01%
59,390
-98,100
2793
$3.24M ﹤0.01%
206,585
+175,666
2794
$3.24M ﹤0.01%
19,503
+19,404
2795
$3.23M ﹤0.01%
90,260
-48,352
2796
$3.23M ﹤0.01%
61,640
-17
2797
$3.23M ﹤0.01%
428,472
+246,511
2798
$3.22M ﹤0.01%
116,810
+64,721
2799
$3.21M ﹤0.01%
94,961
-26,795
2800
$3.21M ﹤0.01%
52,931
-587