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
3151
$1.76M ﹤0.01%
363
3152
$1.76M ﹤0.01%
33,943
-51,341
3153
$1.75M ﹤0.01%
175,000
3154
$1.75M ﹤0.01%
8,954
+1,172
3155
$1.75M ﹤0.01%
76,002
-485,668
3156
$1.74M ﹤0.01%
107,946
-34,529
3157
$1.74M ﹤0.01%
74,996
-38,018
3158
$1.74M ﹤0.01%
45,003
+473
3159
$1.74M ﹤0.01%
22,373
-30,591
3160
$1.73M ﹤0.01%
195,310
-958,089
3161
$1.73M ﹤0.01%
208,618
-49,806
3162
$1.72M ﹤0.01%
61,554
+58,715
3163
$1.71M ﹤0.01%
44,800
-104,575
3164
$1.71M ﹤0.01%
110,625
+18,743
3165
$1.7M ﹤0.01%
577,395
+577,381
3166
$1.7M ﹤0.01%
25,213
+1,670
3167
$1.7M ﹤0.01%
86,298
+746
3168
$1.7M ﹤0.01%
173,099
-118,501
3169
$1.69M ﹤0.01%
156,851
+152,569
3170
$1.69M ﹤0.01%
34,528
-1,202
3171
$1.69M ﹤0.01%
82,238
-42,586
3172
$1.68M ﹤0.01%
308,549
+129,019
3173
$1.68M ﹤0.01%
78,695
+3,301
3174
$1.68M ﹤0.01%
12,431
-4,111
3175
$1.68M ﹤0.01%
11,438
+359