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
4576
$89.1K ﹤0.01%
15,437
+125
4577
$88.7K ﹤0.01%
9,230
4578
$88.6K ﹤0.01%
8,094
-5,674
4579
$88.3K ﹤0.01%
32,953
+396
4580
$88.2K ﹤0.01%
14,393
+14,384
4581
$88.1K ﹤0.01%
8,799
+1,236
4582
$88K ﹤0.01%
+17,230
4583
$88K ﹤0.01%
2,000
-3,975
4584
$87.9K ﹤0.01%
42,157
4585
$87.7K ﹤0.01%
356
4586
$87.7K ﹤0.01%
9,606
4587
$87.4K ﹤0.01%
1,448
-274,150
4588
$86.5K ﹤0.01%
+1,685
4589
$86.3K ﹤0.01%
8,061
+1,332
4590
$85.9K ﹤0.01%
8,936
+8,935
4591
$85.2K ﹤0.01%
6,935
-6,414
4592
$85.2K ﹤0.01%
3,116
+691
4593
$85K ﹤0.01%
13,176
-7,841
4594
$84.9K ﹤0.01%
2,209
+40
4595
$84.7K ﹤0.01%
44,136
+41,295
4596
$84.6K ﹤0.01%
10,630
+529
4597
$84.5K ﹤0.01%
3,406
-403
4598
$84.3K ﹤0.01%
4,034
-18,610
4599
$83.7K ﹤0.01%
+13,673
4600
$83.6K ﹤0.01%
7,830