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
2976
$2M ﹤0.01%
5,278
+3,217
2977
$2M ﹤0.01%
628,603
+107,415
2978
$2M ﹤0.01%
55,622
+9,648
2979
$2M ﹤0.01%
72,134
+30,414
2980
$1.99M ﹤0.01%
62,654
+8,432
2981
$1.99M ﹤0.01%
19,140
+11,973
2982
$1.99M ﹤0.01%
23,515
+22,779
2983
$1.98M ﹤0.01%
53,570
-12,481
2984
$1.98M ﹤0.01%
41,966
+3,261
2985
$1.98M ﹤0.01%
15,132
+3,494
2986
$1.97M ﹤0.01%
219,103
-9,416
2987
$1.96M ﹤0.01%
35,410
+3,686
2988
$1.96M ﹤0.01%
258,477
+87,319
2989
$1.96M ﹤0.01%
51,526
-318,459
2990
$1.96M ﹤0.01%
81,757
+4,273
2991
$1.95M ﹤0.01%
86,585
+43,523
2992
$1.95M ﹤0.01%
+87,558
2993
$1.94M ﹤0.01%
64,941
-184,399
2994
$1.93M ﹤0.01%
234,398
+19,267
2995
$1.93M ﹤0.01%
217,955
+165,078
2996
$1.92M ﹤0.01%
70,923
-256,067
2997
$1.91M ﹤0.01%
69,778
+60,895
2998
$1.91M ﹤0.01%
796,584
+183,369
2999
$1.91M ﹤0.01%
51,325
+10,280
3000
$1.9M ﹤0.01%
25,090
+14,841