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
3376
$942K ﹤0.01%
46,038
+2,127
3377
$942K ﹤0.01%
11,129
+6,295
3378
$942K ﹤0.01%
354,019
+162,446
3379
$938K ﹤0.01%
65,521
+36,022
3380
$931K ﹤0.01%
66,849
+33,719
3381
$931K ﹤0.01%
214,901
+166,279
3382
$927K ﹤0.01%
+79,633
3383
$926K ﹤0.01%
16,029
+9,997
3384
$925K ﹤0.01%
129,303
+81,006
3385
$918K ﹤0.01%
45,132
-13,423
3386
$915K ﹤0.01%
39,740
+18,522
3387
$914K ﹤0.01%
90,714
+7,347
3388
$910K ﹤0.01%
37,174
-1,272
3389
$910K ﹤0.01%
45,205
+15,966
3390
$905K ﹤0.01%
18,334
+7,704
3391
$903K ﹤0.01%
343,328
-214,084
3392
$902K ﹤0.01%
39,461
+20,930
3393
$899K ﹤0.01%
20,301
+17,059
3394
$899K ﹤0.01%
16,965
+4,242
3395
$899K ﹤0.01%
14,244
+5,896
3396
$897K ﹤0.01%
24,528
+16,195
3397
$896K ﹤0.01%
52,038
+8,558
3398
$895K ﹤0.01%
40,218
+28,498
3399
$893K ﹤0.01%
10,309
+3,810
3400
$893K ﹤0.01%
35,688
+10,606