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
3451
$815K ﹤0.01%
17,690
+4,900
3452
$815K ﹤0.01%
98,898
+36,837
3453
$814K ﹤0.01%
57,837
-23,153
3454
$813K ﹤0.01%
15,845
+6,479
3455
$812K ﹤0.01%
118,381
-10,195
3456
$812K ﹤0.01%
+9,036
3457
$806K ﹤0.01%
45,970
+17,671
3458
$805K ﹤0.01%
20,701
+8,040
3459
$805K ﹤0.01%
39,500
+2,469
3460
$804K ﹤0.01%
31,200
+28,233
3461
$804K ﹤0.01%
22,042
-2,510
3462
$803K ﹤0.01%
132,264
-54,501
3463
$802K ﹤0.01%
13,022
-434
3464
$801K ﹤0.01%
80,603
-4,990,867
3465
$799K ﹤0.01%
130,520
+100,700
3466
$799K ﹤0.01%
26,108
-5,628
3467
$799K ﹤0.01%
113,599
-53,859
3468
$799K ﹤0.01%
98,827
-50,666
3469
$798K ﹤0.01%
90,881
+63,047
3470
$796K ﹤0.01%
44,960
+26,564
3471
$793K ﹤0.01%
29,254
+18,626
3472
$792K ﹤0.01%
727,013
+17,535
3473
$788K ﹤0.01%
139,888
+107,901
3474
$785K ﹤0.01%
128,123
+82,479
3475
$785K ﹤0.01%
255,739
-130,910