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
4501
$124K ﹤0.01%
4,708
-21,699
4502
$124K ﹤0.01%
+3,507
4503
$124K ﹤0.01%
+6,710
4504
$123K ﹤0.01%
+7,920
4505
$123K ﹤0.01%
12,270
-681,920
4506
$123K ﹤0.01%
+12,144
4507
$123K ﹤0.01%
36,565
-107,603
4508
0
4509
$122K ﹤0.01%
+243
4510
$122K ﹤0.01%
7,316
-69,643
4511
$122K ﹤0.01%
16,104
+428
4512
$121K ﹤0.01%
18,078
+14,343
4513
$121K ﹤0.01%
12,190
+1,749
4514
$121K ﹤0.01%
+5,933
4515
$121K ﹤0.01%
+15,000
4516
$121K ﹤0.01%
3,336
+1,711
4517
$121K ﹤0.01%
+45,849
4518
$120K ﹤0.01%
4,462
-20,198
4519
$120K ﹤0.01%
12,659
+12,658
4520
$120K ﹤0.01%
12,065
-704,076
4521
$120K ﹤0.01%
18,476
-23,881
4522
$119K ﹤0.01%
312
-601
4523
$118K ﹤0.01%
35,798
-45,142
4524
$116K ﹤0.01%
731
+65
4525
$116K ﹤0.01%
52,026
-181,855