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
3076
$1.66M ﹤0.01%
131,043
+25,261
3077
$1.66M ﹤0.01%
49,640
+28,022
3078
$1.66M ﹤0.01%
21,061
-4,277
3079
$1.65M ﹤0.01%
24,561
+14,164
3080
$1.65M ﹤0.01%
285,723
+58,592
3081
$1.64M ﹤0.01%
67,327
+10,665
3082
$1.63M ﹤0.01%
82,433
-20,066
3083
$1.63M ﹤0.01%
193,580
+131,002
3084
$1.63M ﹤0.01%
21,493
+15,553
3085
$1.63M ﹤0.01%
90,171
+13,794
3086
$1.63M ﹤0.01%
164,222
+103,463
3087
$1.62M ﹤0.01%
59,502
-16,552
3088
$1.62M ﹤0.01%
35,095
+34,233
3089
$1.61M ﹤0.01%
6,925
-10,154
3090
$1.61M ﹤0.01%
53,153
+7,035
3091
$1.61M ﹤0.01%
27,840
+5,662
3092
$1.61M ﹤0.01%
52,632
-81,285
3093
$1.61M ﹤0.01%
121,160
+7,513
3094
$1.6M ﹤0.01%
74,579
-43,527
3095
$1.6M ﹤0.01%
33,205
+29,013
3096
$1.6M ﹤0.01%
134,600
-63,379
3097
$1.59M ﹤0.01%
288,801
-49,550
3098
$1.59M ﹤0.01%
96,082
-131,595
3099
$1.59M ﹤0.01%
65,514
-90,833
3100
$1.59M ﹤0.01%
28,687
+15,598