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
2926
$2.22M ﹤0.01%
467,886
-238,234
2927
$2.22M ﹤0.01%
198,932
-52,373
2928
$2.22M ﹤0.01%
9,990
-10
2929
$2.21M ﹤0.01%
148,337
-215,472
2930
$2.21M ﹤0.01%
162,810
+130,849
2931
$2.21M ﹤0.01%
57,674
+7,141
2932
$2.21M ﹤0.01%
105,741
-370,165
2933
$2.21M ﹤0.01%
41,643
+10,861
2934
$2.2M ﹤0.01%
27,401
-8,127
2935
$2.2M ﹤0.01%
121,054
+48,521
2936
$2.2M ﹤0.01%
354,257
-997,285
2937
$2.19M ﹤0.01%
421,029
+88,858
2938
$2.18M ﹤0.01%
207,404
-42,713
2939
$2.17M ﹤0.01%
23,739
+19,842
2940
$2.17M ﹤0.01%
251,622
+169,289
2941
$2.17M ﹤0.01%
51,723
-6,564
2942
$2.16M ﹤0.01%
571,977
-798,936
2943
$2.16M ﹤0.01%
+40,212
2944
$2.16M ﹤0.01%
+200,000
2945
$2.15M ﹤0.01%
121,101
-1,194,522
2946
$2.15M ﹤0.01%
63,435
+51,001
2947
$2.14M ﹤0.01%
20,704
+1,937
2948
$2.14M ﹤0.01%
77,549
-13,638
2949
$2.14M ﹤0.01%
93,898
+42,887
2950
$2.13M ﹤0.01%
77,405
+10,287