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
3051
$1.74M ﹤0.01%
55,417
-2,586,931
3052
$1.74M ﹤0.01%
60,347
+6,051
3053
$1.74M ﹤0.01%
36,728
-68,663
3054
$1.74M ﹤0.01%
42,710
+36,138
3055
$1.74M ﹤0.01%
78,176
+4,421
3056
$1.73M ﹤0.01%
196,584
+19,020
3057
$1.73M ﹤0.01%
29,293
+14,893
3058
$1.72M ﹤0.01%
503,532
+26,934
3059
$1.71M ﹤0.01%
39,182
-42,347
3060
$1.71M ﹤0.01%
540,339
-5,027,162
3061
$1.71M ﹤0.01%
91,300
-1,917
3062
$1.71M ﹤0.01%
26,703
+4,125
3063
$1.71M ﹤0.01%
70,272
+16,420
3064
$1.7M ﹤0.01%
75,658
+62,440
3065
$1.7M ﹤0.01%
+39,151
3066
$1.7M ﹤0.01%
601,145
+204,852
3067
$1.69M ﹤0.01%
195,696
+73,957
3068
$1.69M ﹤0.01%
42,233
-11,267
3069
$1.69M ﹤0.01%
78,038
+58,948
3070
$1.69M ﹤0.01%
50,350
+23,768
3071
$1.68M ﹤0.01%
38,814
-5,343
3072
$1.68M ﹤0.01%
20,356
-24,049
3073
$1.68M ﹤0.01%
50,980
+50,979
3074
$1.67M ﹤0.01%
133,816
-227,316
3075
$1.66M ﹤0.01%
51,299
+15,310