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
3051
$2.1M ﹤0.01%
560,220
-66,307
3052
$2.09M ﹤0.01%
177,638
-66,330
3053
$2.09M ﹤0.01%
62,784
-161,372
3054
$2.08M ﹤0.01%
29,204
+972
3055
$2.08M ﹤0.01%
90,607
+90,497
3056
$2.08M ﹤0.01%
1,040,144
-427,018
3057
$2.08M ﹤0.01%
79,126
-267,907
3058
$2.07M ﹤0.01%
49,703
-128,022
3059
$2.07M ﹤0.01%
32,303
-9,534
3060
$2.06M ﹤0.01%
402,835
-21,267
3061
$2.06M ﹤0.01%
24,125
-5,340
3062
$2.06M ﹤0.01%
54,714
+2,675
3063
$2.06M ﹤0.01%
+100,000
3064
$2.06M ﹤0.01%
207,191
-557,444
3065
$2.06M ﹤0.01%
20,000
3066
$2.06M ﹤0.01%
94,528
-43,700
3067
$2.05M ﹤0.01%
62,041
+6,411
3068
$2.05M ﹤0.01%
25,633
-12,697
3069
$2.05M ﹤0.01%
35,103
-366
3070
$2.04M ﹤0.01%
84,420
-33,508
3071
$2.04M ﹤0.01%
35,513
-109,400
3072
$2.03M ﹤0.01%
57,919
-690,704
3073
$2.02M ﹤0.01%
24,764
-10,997
3074
$2.02M ﹤0.01%
84,668
+56,323
3075
$2.02M ﹤0.01%
85,631
-13,924