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
4776
$47.5K ﹤0.01%
15,797
-10,305
4777
$47.4K ﹤0.01%
1,306
-120
4778
$46.8K ﹤0.01%
1,202
-23,982
4779
$46.2K ﹤0.01%
14,213
+10,146
4780
$46.1K ﹤0.01%
593
+60
4781
$46K ﹤0.01%
3,364
4782
$46K ﹤0.01%
14,366
+11,869
4783
$45.9K ﹤0.01%
2,121
+1,391
4784
$45.8K ﹤0.01%
12,243
+4,743
4785
$45.7K ﹤0.01%
2,862
+928
4786
$45.5K ﹤0.01%
1,714
-4,461
4787
$45K ﹤0.01%
+300,000
4788
$44.9K ﹤0.01%
22,694
+22,688
4789
$44.8K ﹤0.01%
+1,676
4790
$44.6K ﹤0.01%
+1,842
4791
$44.5K ﹤0.01%
1,564
-188
4792
$44.5K ﹤0.01%
1,022
-1,173
4793
$44.5K ﹤0.01%
912
+364
4794
$44.4K ﹤0.01%
1,449
+1,444
4795
$44.4K ﹤0.01%
936
4796
$44.3K ﹤0.01%
1,131
4797
$44.2K ﹤0.01%
19,118
-113,683
4798
$44.1K ﹤0.01%
+6,288
4799
$44K ﹤0.01%
1,861
+488
4800
$43.8K ﹤0.01%
4,626
-91,236