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
3476
$781K ﹤0.01%
+17,783
3477
$780K ﹤0.01%
+16,682
3478
$773K ﹤0.01%
296,205
+82,391
3479
$773K ﹤0.01%
+71,037
3480
$771K ﹤0.01%
141,975
+107,167
3481
$770K ﹤0.01%
58,214
+16,171
3482
$770K ﹤0.01%
18,209
+10,597
3483
$769K ﹤0.01%
160,214
+25,687
3484
$768K ﹤0.01%
46,582
+20,857
3485
$766K ﹤0.01%
44,568
+9,796
3486
$762K ﹤0.01%
19,260
+1,299
3487
$759K ﹤0.01%
9,095
-701
3488
$758K ﹤0.01%
322,436
+205,480
3489
$755K ﹤0.01%
60,761
+9,884
3490
$751K ﹤0.01%
100,196
+50,346
3491
$750K ﹤0.01%
85,410
+71,273
3492
$750K ﹤0.01%
12,132
+5,508
3493
$749K ﹤0.01%
9,682
-8,353
3494
$749K ﹤0.01%
202,506
+72,793
3495
$746K ﹤0.01%
30,122
+386
3496
$746K ﹤0.01%
1,373,275
-32,871
3497
$743K ﹤0.01%
22,958
+10,990
3498
$738K ﹤0.01%
32,585
+9,965
3499
$736K ﹤0.01%
928,224
-103,193
3500
$734K ﹤0.01%
800