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
3276
$1.11M ﹤0.01%
24,951
+939
3277
$1.11M ﹤0.01%
172,050
+13,293
3278
$1.11M ﹤0.01%
20,017
-17,660
3279
$1.11M ﹤0.01%
310
-187
3280
$1.11M ﹤0.01%
50,498
+25,183
3281
$1.1M ﹤0.01%
17,282
+2,108
3282
$1.1M ﹤0.01%
251,307
-1,343,776
3283
$1.1M ﹤0.01%
44,683
+13,706
3284
$1.1M ﹤0.01%
+100,000
3285
$1.1M ﹤0.01%
70,989
-1,330
3286
$1.1M ﹤0.01%
186,176
+107,450
3287
$1.09M ﹤0.01%
19,289
+17,347
3288
$1.09M ﹤0.01%
21,940
+17,569
3289
$1.09M ﹤0.01%
20,810
+10,006
3290
$1.09M ﹤0.01%
38,820
+21,988
3291
$1.09M ﹤0.01%
42,611
+11,543
3292
$1.09M ﹤0.01%
49,653
+9,278
3293
$1.09M ﹤0.01%
86,155
-780,351
3294
$1.09M ﹤0.01%
50,366
-2,297
3295
$1.08M ﹤0.01%
345,159
+259,182
3296
$1.08M ﹤0.01%
9,927
-7,563
3297
$1.08M ﹤0.01%
27,829
+21,771
3298
$1.07M ﹤0.01%
22,869
-122,313
3299
$1.07M ﹤0.01%
55,334
+582
3300
$1.07M ﹤0.01%
124,305
-60,704