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
3076
$2.01M ﹤0.01%
21,876
+899
3077
$2M ﹤0.01%
+10,379
3078
$2M ﹤0.01%
41,564
-36,192
3079
$2M ﹤0.01%
199,898
-102
3080
$1.99M ﹤0.01%
119,724
+52,013
3081
$1.98M ﹤0.01%
136,057
-198,511
3082
$1.98M ﹤0.01%
200,000
3083
$1.97M ﹤0.01%
31,262
-25,674
3084
$1.97M ﹤0.01%
+48,232
3085
$1.97M ﹤0.01%
59,107
+13,927
3086
$1.97M ﹤0.01%
141,798
-4,829
3087
$1.96M ﹤0.01%
80,460
-17,019
3088
$1.96M ﹤0.01%
94,568
-700,299
3089
$1.96M ﹤0.01%
+428
3090
$1.96M ﹤0.01%
52,491
+4,342
3091
$1.96M ﹤0.01%
39,253
-9,605
3092
$1.95M ﹤0.01%
13,333
+10,000
3093
$1.95M ﹤0.01%
195,594
-609,831
3094
$1.95M ﹤0.01%
181,088
-162,676
3095
$1.94M ﹤0.01%
55,983
-204,488
3096
$1.94M ﹤0.01%
199,753
3097
$1.94M ﹤0.01%
44,578
-10,422
3098
$1.94M ﹤0.01%
94,161
+55,877
3099
$1.94M ﹤0.01%
+92,577
3100
$1.93M ﹤0.01%
184,572
-80,933