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
2876
$2.88M ﹤0.01%
142,293
-3,649
2877
$2.87M ﹤0.01%
277,778
+6,324
2878
$2.87M ﹤0.01%
77,397
+55,639
2879
$2.86M ﹤0.01%
23,005
+104
2880
$2.85M ﹤0.01%
98,720
+42,799
2881
$2.85M ﹤0.01%
38,410
-18,236
2882
$2.85M ﹤0.01%
94,667
-3,295
2883
$2.85M ﹤0.01%
36,735
-26,527
2884
$2.85M ﹤0.01%
75,413
-69,715
2885
$2.85M ﹤0.01%
+294,917
2886
$2.84M ﹤0.01%
21,485
+245
2887
$2.83M ﹤0.01%
114,051
-19,736
2888
$2.81M ﹤0.01%
932,080
-22,431
2889
$2.81M ﹤0.01%
36,812
+2,518
2890
$2.81M ﹤0.01%
72,933
-100,439
2891
$2.79M ﹤0.01%
22,831
-77,495
2892
$2.79M ﹤0.01%
195,636
-26,181
2893
$2.78M ﹤0.01%
53,731
-46
2894
$2.78M ﹤0.01%
55,879
-59,199
2895
$2.78M ﹤0.01%
240,217
-98,027
2896
$2.77M ﹤0.01%
273,692
-4,654
2897
$2.77M ﹤0.01%
88,102
-76,460
2898
$2.76M ﹤0.01%
70,286
-49,736
2899
$2.76M ﹤0.01%
26,316
+1,836
2900
$2.76M ﹤0.01%
151,043
-705,435