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
3501
$733K ﹤0.01%
60,697
-857
3502
$730K ﹤0.01%
47,588
-401,400
3503
$727K ﹤0.01%
73,111
-7,749
3504
$725K ﹤0.01%
360,757
+244,934
3505
$724K ﹤0.01%
11,134
-3,893
3506
$724K ﹤0.01%
123,194
-145,417
3507
$723K ﹤0.01%
14,366
-3,174
3508
$722K ﹤0.01%
3,712
+2,694
3509
$712K ﹤0.01%
9,921
-2,375
3510
$712K ﹤0.01%
33,925
-138,889
3511
$709K ﹤0.01%
12,227
-158,201
3512
$709K ﹤0.01%
47,583
+25,848
3513
$708K ﹤0.01%
34,396
+11,486
3514
$707K ﹤0.01%
43,812
+36,947
3515
$705K ﹤0.01%
29,524
-304
3516
$703K ﹤0.01%
173,486
-10,969
3517
$703K ﹤0.01%
+57,396
3518
$702K ﹤0.01%
42,989
-2,768
3519
$700K ﹤0.01%
133,645
+130,071
3520
$700K ﹤0.01%
21,524
-31,715
3521
$699K ﹤0.01%
8,670
-3,872
3522
$696K ﹤0.01%
19,961
+3,528
3523
$695K ﹤0.01%
25,937
-20,484
3524
$695K ﹤0.01%
36,948
-30,210
3525
$693K ﹤0.01%
36,535
+15,066