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
4076
$253K ﹤0.01%
350,031
-523,578
4077
$253K ﹤0.01%
124,498
+47,849
4078
$252K ﹤0.01%
5,639
-155
4079
$252K ﹤0.01%
7,212
-42,438
4080
$252K ﹤0.01%
1,991
-10
4081
$251K ﹤0.01%
7,760
+2,168
4082
$251K ﹤0.01%
20,299
+4,529
4083
$251K ﹤0.01%
14,354
+14,330
4084
$251K ﹤0.01%
7,992
+4,144
4085
$250K ﹤0.01%
13,203
+12,936
4086
$250K ﹤0.01%
69,781
-14,567
4087
$250K ﹤0.01%
104,012
+14,118
4088
$249K ﹤0.01%
24,209
-63,428
4089
$249K ﹤0.01%
14,884
+2,750
4090
$249K ﹤0.01%
3,342
-3,090
4091
$249K ﹤0.01%
12,640
+7,586
4092
$248K ﹤0.01%
17,046
+5,206
4093
$248K ﹤0.01%
44,338
-911
4094
$248K ﹤0.01%
15,866
-30,133
4095
$248K ﹤0.01%
11,443
+8,453
4096
$248K ﹤0.01%
4,486
-183
4097
$248K ﹤0.01%
58,524
+11,655
4098
$247K ﹤0.01%
3,155
-82
4099
$247K ﹤0.01%
6,773
+3,643
4100
$247K ﹤0.01%
+19,479