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
3926
$319K ﹤0.01%
15,063
-376
3927
$318K ﹤0.01%
39,796
-34,082
3928
$317K ﹤0.01%
17,201
+6,709
3929
$317K ﹤0.01%
10,528
+3,594
3930
$317K ﹤0.01%
4,165
+3,931
3931
$316K ﹤0.01%
7,878
+2,545
3932
$316K ﹤0.01%
11,574
+10,632
3933
$315K ﹤0.01%
8,130
-4,593
3934
$315K ﹤0.01%
37,962
-670
3935
$315K ﹤0.01%
5,357
+1,074
3936
$314K ﹤0.01%
57,283
+42,176
3937
$314K ﹤0.01%
6,625
+2,498
3938
$313K ﹤0.01%
17,636
+4,250
3939
$311K ﹤0.01%
8,718
+6,408
3940
$309K ﹤0.01%
30,000
-20,000
3941
$308K ﹤0.01%
28,173
+17,982
3942
$308K ﹤0.01%
13,295
-263
3943
$307K ﹤0.01%
9,792
-10,369
3944
$307K ﹤0.01%
36,177
+6,990
3945
$307K ﹤0.01%
+14,641
3946
$306K ﹤0.01%
13,934
+13,921
3947
$305K ﹤0.01%
9,469
+2,967
3948
$305K ﹤0.01%
11,096
-152
3949
$304K ﹤0.01%
7,025
+7,002
3950
$303K ﹤0.01%
8,216
+2,228