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
2901
$2.75M ﹤0.01%
108,307
+4,139
2902
$2.75M ﹤0.01%
36,369
-22,348
2903
$2.73M ﹤0.01%
107,305
-32,014
2904
$2.73M ﹤0.01%
5,037
+2,541
2905
$2.73M ﹤0.01%
65,260
+24,990
2906
$2.73M ﹤0.01%
345,748
+3,233
2907
$2.71M ﹤0.01%
80,046
-89,691
2908
$2.71M ﹤0.01%
228,789
+57,427
2909
$2.7M ﹤0.01%
76,710
+59,560
2910
$2.7M ﹤0.01%
92,243
-22,101
2911
$2.7M ﹤0.01%
93,067
-38,553
2912
$2.7M ﹤0.01%
26,521
+22,300
2913
$2.7M ﹤0.01%
753,186
+532,541
2914
$2.69M ﹤0.01%
34,976
+2,024
2915
$2.68M ﹤0.01%
92,266
+88,004
2916
$2.68M ﹤0.01%
129,218
+60,542
2917
$2.68M ﹤0.01%
173,024
-21,860
2918
$2.68M ﹤0.01%
12,069
-461
2919
$2.68M ﹤0.01%
131,174
+10,224
2920
$2.67M ﹤0.01%
86,005
-47,025
2921
$2.67M ﹤0.01%
+231,333
2922
$2.66M ﹤0.01%
112,067
-179,428
2923
$2.65M ﹤0.01%
46,553
-7,143
2924
$2.65M ﹤0.01%
211,345
+75,875
2925
$2.65M ﹤0.01%
26,747
+10,720