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
4876
$33.5K ﹤0.01%
+657
4877
$33.5K ﹤0.01%
666
+100
4878
$33.4K ﹤0.01%
2,220
+1,746
4879
$33.4K ﹤0.01%
6,311
+2,826
4880
$33.3K ﹤0.01%
+1,145
4881
$33.2K ﹤0.01%
1,761
+1,141
4882
$33.2K ﹤0.01%
2,747
+1,108
4883
$33K ﹤0.01%
+394
4884
$33K ﹤0.01%
+2,212
4885
$32.9K ﹤0.01%
700
+654
4886
$32.9K ﹤0.01%
+4,103
4887
$32.2K ﹤0.01%
1,141
-617
4888
$32.2K ﹤0.01%
760
-543,122
4889
$32.1K ﹤0.01%
1,845
+863
4890
0
4891
$32K ﹤0.01%
9,934
+9,717
4892
$31.5K ﹤0.01%
1,452
+228
4893
$31.4K ﹤0.01%
450
4894
$31.2K ﹤0.01%
5,068
-1,541
4895
$31.1K ﹤0.01%
+671
4896
$31.1K ﹤0.01%
2,831
+1,313
4897
$31.1K ﹤0.01%
695
-273
4898
$31.1K ﹤0.01%
+2,610
4899
$30.8K ﹤0.01%
1,691
+891
4900
$30.7K ﹤0.01%
16,982