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
2876
$2.39M ﹤0.01%
129,480
+59,094
2877
$2.38M ﹤0.01%
38,159
+23,974
2878
$2.38M ﹤0.01%
38,274
+37,405
2879
$2.36M ﹤0.01%
388,935
+16,575
2880
$2.36M ﹤0.01%
187,291
-172,934
2881
$2.36M ﹤0.01%
54,647
+16,213
2882
$2.36M ﹤0.01%
357,213
-9,364
2883
$2.36M ﹤0.01%
60,290
+11,164
2884
$2.35M ﹤0.01%
121,832
+108,181
2885
$2.35M ﹤0.01%
148,782
-41,488
2886
$2.35M ﹤0.01%
39,251
+38,503
2887
$2.35M ﹤0.01%
77,305
+24,091
2888
$2.34M ﹤0.01%
91,368
-5,867
2889
$2.34M ﹤0.01%
213,964
+92,677
2890
$2.34M ﹤0.01%
87,771
+32,570
2891
$2.34M ﹤0.01%
610,644
+342,004
2892
$2.34M ﹤0.01%
409,259
-127,035
2893
$2.34M ﹤0.01%
462,717
+2,154
2894
$2.33M ﹤0.01%
58,702
-24,056
2895
$2.32M ﹤0.01%
289,469
+236,158
2896
$2.31M ﹤0.01%
64,084
+15,228
2897
$2.31M ﹤0.01%
30,446
-6,757
2898
$2.31M ﹤0.01%
70,810
+70,441
2899
$2.31M ﹤0.01%
821,634
-285,949
2900
$2.31M ﹤0.01%
101,564
-24,892