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 21.82%
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
3851
$372K ﹤0.01%
17,627
+8,408
3852
$371K ﹤0.01%
37,128
+29,128
3853
$369K ﹤0.01%
101,912
+42,447
3854
$368K ﹤0.01%
23,320
-66,907
3855
$368K ﹤0.01%
14,029
-142
3856
$368K ﹤0.01%
24,699
+24,696
3857
$365K ﹤0.01%
61,477
-4,369
3858
$365K ﹤0.01%
75,289
+15,830
3859
$365K ﹤0.01%
18,178
+16,523
3860
$365K ﹤0.01%
+7,671
3861
$363K ﹤0.01%
18,552
+20
3862
$362K ﹤0.01%
46,871
+23,017
3863
$362K ﹤0.01%
33,080
+5,394
3864
$362K ﹤0.01%
35,062
+33,826
3865
$362K ﹤0.01%
6,150
-15,743
3866
$361K ﹤0.01%
7,820
+6,193
3867
0
3868
$360K ﹤0.01%
29,467
+344
3869
$360K ﹤0.01%
28,563
+12,165
3870
$359K ﹤0.01%
23,944
+4,901
3871
$359K ﹤0.01%
4,208
+1,403
3872
$358K ﹤0.01%
23,867
+6,768
3873
$357K ﹤0.01%
53,792
-57,657
3874
$357K ﹤0.01%
7,737
+6,273
3875
$355K ﹤0.01%
15,811
+5,363