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
3526
$691K ﹤0.01%
138,826
-79,629
3527
$689K ﹤0.01%
9,981
+7,488
3528
$688K ﹤0.01%
58,082
+58,000
3529
$688K ﹤0.01%
30,349
+16,017
3530
$686K ﹤0.01%
12,943
+7,804
3531
$685K ﹤0.01%
14,978
-1,427
3532
$683K ﹤0.01%
17,666
-56,117
3533
$683K ﹤0.01%
18,417
+6,352
3534
$682K ﹤0.01%
15,671
+2,102
3535
$681K ﹤0.01%
48,203
-404,269
3536
$679K ﹤0.01%
51,423
+24,981
3537
$679K ﹤0.01%
51,282
+19,097
3538
$676K ﹤0.01%
25,818
-22,672
3539
$676K ﹤0.01%
41,027
+35,781
3540
$674K ﹤0.01%
22,014
+21,412
3541
$674K ﹤0.01%
32,305
-49,061
3542
$673K ﹤0.01%
184,436
+143,739
3543
$673K ﹤0.01%
17,415
+5,116
3544
$672K ﹤0.01%
38,788
+17,125
3545
$671K ﹤0.01%
+14,588
3546
$670K ﹤0.01%
11,592
+7,199
3547
$670K ﹤0.01%
76,356
-2,930
3548
$670K ﹤0.01%
151,479
+107
3549
$667K ﹤0.01%
55,689
+21,337
3550
$667K ﹤0.01%
574,800
+364,185