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
4101
$246K ﹤0.01%
20,240
+18,470
4102
$245K ﹤0.01%
42,089
+11,626
4103
$244K ﹤0.01%
15,526
-689
4104
$244K ﹤0.01%
+27,916
4105
$244K ﹤0.01%
27,374
+11,394
4106
$243K ﹤0.01%
36,915
-5,586
4107
$242K ﹤0.01%
24,968
-739
4108
$242K ﹤0.01%
40,273
+3,208
4109
$242K ﹤0.01%
3,811
-413
4110
$241K ﹤0.01%
1,828
+86
4111
$241K ﹤0.01%
+4,659
4112
$240K ﹤0.01%
4,512
+467
4113
$240K ﹤0.01%
11,625
-301
4114
$239K ﹤0.01%
13,059
-7,294
4115
$238K ﹤0.01%
21,087
+13,940
4116
$238K ﹤0.01%
+73,332
4117
$238K ﹤0.01%
27,328
-57,107
4118
$238K ﹤0.01%
3,053
+1,132
4119
$238K ﹤0.01%
8,259
+1,130
4120
$237K ﹤0.01%
24,276
+10,991
4121
$237K ﹤0.01%
3,733
+995
4122
$236K ﹤0.01%
+5,072
4123
$236K ﹤0.01%
40,277
+39,450
4124
$236K ﹤0.01%
5,969
+4,964
4125
$235K ﹤0.01%
53,731
+25,778