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
4651
$72.1K ﹤0.01%
2,860
+2,749
4652
$71.9K ﹤0.01%
18,637
+1,180
4653
$71.8K ﹤0.01%
14,709
4654
$71.6K ﹤0.01%
2,636
-1,399
4655
$70.9K ﹤0.01%
13,334
+13,264
4656
$70.9K ﹤0.01%
88,030
4657
$70.9K ﹤0.01%
3,601
-8,354
4658
$70.8K ﹤0.01%
3,187
+1,030
4659
$70.2K ﹤0.01%
6,386
+2,786
4660
$70K ﹤0.01%
+3,023
4661
$70K ﹤0.01%
6,712
+350
4662
$69.5K ﹤0.01%
14,074
4663
$69.2K ﹤0.01%
1,885
-3,780
4664
$69K ﹤0.01%
10,143
-818
4665
$68.9K ﹤0.01%
957
+399
4666
$68.9K ﹤0.01%
1,217
-50
4667
$68.6K ﹤0.01%
2,757
-20,350
4668
$68.6K ﹤0.01%
10,151
+7,859
4669
$68.1K ﹤0.01%
8,107
+6,530
4670
$67.4K ﹤0.01%
5,052
+2,509
4671
$66.9K ﹤0.01%
47,143
+8,753
4672
$66.9K ﹤0.01%
2,660
4673
$66.8K ﹤0.01%
1,644
4674
$66.4K ﹤0.01%
28,766
-17,250
4675
$66.3K ﹤0.01%
1,458
-623