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
2801
$2.7M ﹤0.01%
51,595
-11,433
2802
$2.7M ﹤0.01%
160,098
-14,367
2803
$2.69M ﹤0.01%
+50,000
2804
$2.68M ﹤0.01%
66,643
+36,118
2805
$2.68M ﹤0.01%
95,559
-17,665
2806
$2.68M ﹤0.01%
99,492
-64,115
2807
$2.67M ﹤0.01%
16,900
+7,133
2808
$2.67M ﹤0.01%
75,795
+25,734
2809
$2.66M ﹤0.01%
127,242
+13,342
2810
$2.66M ﹤0.01%
43,414
+1,103
2811
$2.66M ﹤0.01%
64,088
+63,026
2812
$2.65M ﹤0.01%
63,187
+61,323
2813
$2.65M ﹤0.01%
66,921
+12,551
2814
$2.65M ﹤0.01%
124,248
+35,587
2815
$2.64M ﹤0.01%
429,706
+199,912
2816
$2.64M ﹤0.01%
196,279
-118,118
2817
$2.63M ﹤0.01%
85,637
-3,523
2818
$2.62M ﹤0.01%
131,286
+22,275
2819
$2.62M ﹤0.01%
36,796
+2,278
2820
$2.62M ﹤0.01%
64,834
+13,073
2821
$2.62M ﹤0.01%
191,949
-28,994
2822
$2.61M ﹤0.01%
53,587
-54,537
2823
$2.61M ﹤0.01%
77,208
+17,186
2824
$2.61M ﹤0.01%
150,186
+12,204
2825
$2.61M ﹤0.01%
195,559
-74,560