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 11.85%
3 Consumer Discretionary 10.52%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4376
$168K ﹤0.01%
+1,734
4377
$168K ﹤0.01%
+15,440
4378
$168K ﹤0.01%
3,326
-2,358
4379
$168K ﹤0.01%
+6,822
4380
$168K ﹤0.01%
8,086
-1,434
4381
$168K ﹤0.01%
7,823
+1,002
4382
$167K ﹤0.01%
8,106
-30,775
4383
$166K ﹤0.01%
10,015
-37,611
4384
$166K ﹤0.01%
23,785
+23,226
4385
$165K ﹤0.01%
4,320
-17,142
4386
$165K ﹤0.01%
14,263
-131
4387
$164K ﹤0.01%
4,375
-2,652
4388
$164K ﹤0.01%
+6,295
4389
$163K ﹤0.01%
+9,352
4390
$163K ﹤0.01%
6,000
4391
$161K ﹤0.01%
5,095
-4,335
4392
$160K ﹤0.01%
13,934
-33,862
4393
$160K ﹤0.01%
26,872
-12,551
4394
$160K ﹤0.01%
1,894
-252
4395
$160K ﹤0.01%
583
-2,813
4396
$159K ﹤0.01%
+7,995
4397
$159K ﹤0.01%
12,506
-7,526
4398
$159K ﹤0.01%
19,228
+11,374
4399
$159K ﹤0.01%
+16,449
4400
$159K ﹤0.01%
3,639
+1,005