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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.81B
4
META icon
Meta Platforms (Facebook)
META
+$1.63B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B

Top Sells

1 +$1.56B
2 +$1.27B
3 +$922M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$854M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$801M

Sector Composition

1 Technology 16.86%
2 Financials 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
$233K ﹤0.01%
2,989
-2,316
4227
$233K ﹤0.01%
78,241
+9,553
4228
$233K ﹤0.01%
41,450
+10,418
4229
$232K ﹤0.01%
12,737
+7,183
4230
$232K ﹤0.01%
9,053
-9
4231
$232K ﹤0.01%
13,289
-55,969
4232
$232K ﹤0.01%
6,569
+154
4233
$231K ﹤0.01%
7,360
-176
4234
$231K ﹤0.01%
12,154
-16,153
4235
$231K ﹤0.01%
2,416
-145
4236
$230K ﹤0.01%
25,894
-480,537
4237
$230K ﹤0.01%
12,328
-59,213
4238
$230K ﹤0.01%
4,536
-1,721
4239
$229K ﹤0.01%
9,379
-21,530
4240
$228K ﹤0.01%
13,976
+1,452
4241
$227K ﹤0.01%
6,912
-7,350
4242
$227K ﹤0.01%
7,615
-849
4243
$227K ﹤0.01%
79,502
+44,726
4244
$226K ﹤0.01%
28,240
+5,926
4245
$224K ﹤0.01%
9,372
+9,368
4246
$224K ﹤0.01%
9,430
-13,487
4247
$224K ﹤0.01%
12,930
+84
4248
$223K ﹤0.01%
10,110
-24,215
4249
$223K ﹤0.01%
9,911
-16,329
4250
$222K ﹤0.01%
6,224
-11,557