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
2901
$2.31M ﹤0.01%
+109,046
2902
$2.3M ﹤0.01%
174,978
+2,973
2903
$2.3M ﹤0.01%
+62,988
2904
$2.3M ﹤0.01%
93,579
+82,468
2905
$2.29M ﹤0.01%
167,383
+108,875
2906
$2.28M ﹤0.01%
226,547
+71,557
2907
$2.28M ﹤0.01%
30,064
+1,637
2908
$2.28M ﹤0.01%
98,686
+89,627
2909
$2.27M ﹤0.01%
234,966
+168,231
2910
$2.27M ﹤0.01%
41,536
-12,971
2911
$2.27M ﹤0.01%
259,538
+78,824
2912
$2.26M ﹤0.01%
311,096
-490,861
2913
$2.25M ﹤0.01%
43,745
-16,147
2914
$2.25M ﹤0.01%
39,875
-13,568
2915
$2.24M ﹤0.01%
97,597
-160,253
2916
$2.24M ﹤0.01%
252,310
-31,508
2917
$2.24M ﹤0.01%
148,840
-9,098
2918
$2.24M ﹤0.01%
58,940
-77,637
2919
$2.24M ﹤0.01%
25,282
+24,122
2920
$2.24M ﹤0.01%
173,423
+142,156
2921
$2.23M ﹤0.01%
+111,368
2922
$2.23M ﹤0.01%
175,309
+76,608
2923
$2.23M ﹤0.01%
93,300
+2,980
2924
$2.22M ﹤0.01%
38,129
+31,180
2925
$2.22M ﹤0.01%
342,089
+241,846