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
4501
$105K ﹤0.01%
10,521
+10,501
4502
$105K ﹤0.01%
4,295
+665
4503
$105K ﹤0.01%
182,813
+48,336
4504
$105K ﹤0.01%
+6,655
4505
$105K ﹤0.01%
14,662
+3,379
4506
$105K ﹤0.01%
83,683
-230,425
4507
$104K ﹤0.01%
31,763
+31,151
4508
$104K ﹤0.01%
23,344
+8,206
4509
$104K ﹤0.01%
150,849
-5,680
4510
$104K ﹤0.01%
2,593
-6,677
4511
$103K ﹤0.01%
1,731
4512
$103K ﹤0.01%
51,056
+50,818
4513
$103K ﹤0.01%
28,400
+3,931
4514
$103K ﹤0.01%
17,858
-6,514
4515
$102K ﹤0.01%
116,701
-584
4516
$102K ﹤0.01%
94,709
-750
4517
$102K ﹤0.01%
4,312
4518
$102K ﹤0.01%
+12,817
4519
$102K ﹤0.01%
4,644
-6,126
4520
$102K ﹤0.01%
9,261
+8,093
4521
$101K ﹤0.01%
5,591
+3,175
4522
$101K ﹤0.01%
38,299
+320
4523
$100K ﹤0.01%
+4,334
4524
$99.8K ﹤0.01%
20,075
+1,951
4525
$99.5K ﹤0.01%
1,359