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
5026
$17.1K ﹤0.01%
+1,173
5027
$17.1K ﹤0.01%
+350
5028
$17K ﹤0.01%
1,662
-2,385
5029
$16.7K ﹤0.01%
11,867
-37,775
5030
$16.7K ﹤0.01%
+730
5031
$16.6K ﹤0.01%
1,796
-5,064
5032
$16.4K ﹤0.01%
271
5033
$16.4K ﹤0.01%
+2,044
5034
$16.4K ﹤0.01%
+586
5035
$16K ﹤0.01%
+1,624
5036
$15.9K ﹤0.01%
5,662
-548
5037
$15.8K ﹤0.01%
+5,441
5038
0
5039
$15.8K ﹤0.01%
+762
5040
$15.7K ﹤0.01%
14,984
-2,871
5041
$15.6K ﹤0.01%
409
-3,216
5042
$15.6K ﹤0.01%
607
+424
5043
$15.6K ﹤0.01%
1,353
+1,339
5044
$15.5K ﹤0.01%
1,067
+613
5045
$15.5K ﹤0.01%
+11,500
5046
$15.4K ﹤0.01%
221
-3,772
5047
$15.4K ﹤0.01%
+146
5048
$15.2K ﹤0.01%
871
+744
5049
$15.2K ﹤0.01%
+935
5050
$15.1K ﹤0.01%
3,098
+1,067