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
3226
$1.23M ﹤0.01%
33,572
+4,524
3227
$1.23M ﹤0.01%
36,352
-50,085
3228
$1.22M ﹤0.01%
33,683
+2,992
3229
$1.22M ﹤0.01%
13,375
+4,681
3230
$1.22M ﹤0.01%
60,599
+44,680
3231
$1.22M ﹤0.01%
89,511
+46,509
3232
$1.22M ﹤0.01%
34,874
+2,897
3233
$1.22M ﹤0.01%
86,179
+36,802
3234
$1.21M ﹤0.01%
41,951
+7,827
3235
$1.21M ﹤0.01%
150,533
+8,360
3236
$1.21M ﹤0.01%
+30,000
3237
$1.21M ﹤0.01%
53,522
+29,453
3238
$1.21M ﹤0.01%
65,004
+6,896
3239
$1.2M ﹤0.01%
248,922
+126,681
3240
$1.19M ﹤0.01%
442,685
+124,811
3241
$1.19M ﹤0.01%
28,753
+8,763
3242
$1.19M ﹤0.01%
81,441
+24,685
3243
$1.19M ﹤0.01%
81,558
+72,566
3244
$1.18M ﹤0.01%
20,965
+696
3245
$1.18M ﹤0.01%
162,226
-552,255
3246
$1.18M ﹤0.01%
286,288
+246,043
3247
$1.18M ﹤0.01%
37,264
+7,695
3248
$1.18M ﹤0.01%
35,062
+33,524
3249
$1.18M ﹤0.01%
+30,227
3250
$1.18M ﹤0.01%
26,287
+948