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
2976
$2.41M ﹤0.01%
235,000
2977
$2.4M ﹤0.01%
51,681
-22,409
2978
$2.4M ﹤0.01%
24,280
+3,908
2979
$2.4M ﹤0.01%
23,631
+322
2980
$2.39M ﹤0.01%
43,406
+5,043
2981
$2.39M ﹤0.01%
74,810
+33,044
2982
$2.38M ﹤0.01%
166,565
-14,091
2983
$2.38M ﹤0.01%
235,574
2984
$2.38M ﹤0.01%
36,759
+1,737
2985
$2.37M ﹤0.01%
28,259
-23,828
2986
$2.36M ﹤0.01%
55,484
-46,649
2987
$2.36M ﹤0.01%
58,996
+7,601
2988
$2.36M ﹤0.01%
232,456
2989
$2.35M ﹤0.01%
233,895
-35,000
2990
$2.35M ﹤0.01%
130,986
-59,107
2991
$2.35M ﹤0.01%
235,379
-23,585
2992
$2.35M ﹤0.01%
235,489
+23,987
2993
$2.35M ﹤0.01%
149,212
-152,572
2994
$2.34M ﹤0.01%
71,357
+70,235
2995
$2.33M ﹤0.01%
80,449
-6,683
2996
$2.32M ﹤0.01%
81,534
-131,143
2997
$2.32M ﹤0.01%
217,716
+207,510
2998
$2.31M ﹤0.01%
311,480
+165,571
2999
$2.31M ﹤0.01%
150,828
+128
3000
$2.31M ﹤0.01%
160,638
-300,928