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 11.85%
3 Consumer Discretionary 10.52%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4801
$39K ﹤0.01%
940
-4,189
4802
$39K ﹤0.01%
1,248
-1,562
4803
$38K ﹤0.01%
+1,000
4804
$38K ﹤0.01%
+400
4805
$38K ﹤0.01%
612
-3,712
4806
$38K ﹤0.01%
2,039
-4,466
4807
$38K ﹤0.01%
+950
4808
$38K ﹤0.01%
809
4809
$37K ﹤0.01%
+1,140
4810
$37K ﹤0.01%
500
+167
4811
$37K ﹤0.01%
+8,299
4812
$37K ﹤0.01%
711
4813
$37K ﹤0.01%
5,120
-17,960
4814
$37K ﹤0.01%
4,227
-19,720
4815
$37K ﹤0.01%
3,654
-378
4816
$37K ﹤0.01%
3,000
4817
$36K ﹤0.01%
1,604
-22,643
4818
$36K ﹤0.01%
1,784
-32,769
4819
$36K ﹤0.01%
3,422
-3,600
4820
$36K ﹤0.01%
+728
4821
0
4822
$36K ﹤0.01%
1,168
-300
4823
$36K ﹤0.01%
929
+29
4824
$36K ﹤0.01%
+600
4825
$36K ﹤0.01%
1,345