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
3126
$1.51M ﹤0.01%
177,471
+9,795
3127
$1.51M ﹤0.01%
104,675
+9,509
3128
$1.51M ﹤0.01%
155,439
+63,539
3129
$1.51M ﹤0.01%
+18,632
3130
$1.5M ﹤0.01%
29,401
-2,165
3131
$1.5M ﹤0.01%
129,663
+2,300
3132
$1.5M ﹤0.01%
43,802
+5,644
3133
$1.5M ﹤0.01%
42,155
+505
3134
$1.5M ﹤0.01%
44,065
+43,629
3135
$1.49M ﹤0.01%
65,970
+2,323
3136
$1.49M ﹤0.01%
167,000
+450
3137
$1.49M ﹤0.01%
30,486
+6,639
3138
$1.48M ﹤0.01%
76,489
3139
$1.48M ﹤0.01%
56,212
+30,115
3140
$1.47M ﹤0.01%
71,265
+62,157
3141
$1.47M ﹤0.01%
23,618
+13,026
3142
$1.47M ﹤0.01%
77,926
-5,183
3143
$1.47M ﹤0.01%
43,083
+4,617
3144
$1.46M ﹤0.01%
128,557
-49,798
3145
$1.46M ﹤0.01%
50,273
-34,829
3146
$1.46M ﹤0.01%
46,876
+6,200
3147
$1.45M ﹤0.01%
397,681
+175,733
3148
$1.45M ﹤0.01%
435,666
-4,944,542
3149
$1.45M ﹤0.01%
76,541
-20,904
3150
$1.45M ﹤0.01%
208,634
+176,918