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 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$9.14M ﹤0.01%
93,021
+2,900
2127
$9.13M ﹤0.01%
102,343
+15,244
2128
$9.13M ﹤0.01%
125,046
-82,586
2129
$9.13M ﹤0.01%
191,111
-15,516
2130
$9.13M ﹤0.01%
+345,460
2131
$9.12M ﹤0.01%
92,270
-34,366
2132
$9.11M ﹤0.01%
88,971
+42,457
2133
$9.11M ﹤0.01%
66,102
-48,999
2134
$9.08M ﹤0.01%
46,378
-55,867
2135
$9.08M ﹤0.01%
107,930
-523,946
2136
$9.04M ﹤0.01%
136,120
-882,210
2137
$9.04M ﹤0.01%
111,896
+10,954
2138
$9.04M ﹤0.01%
300,000
+200,000
2139
$9.04M ﹤0.01%
122,007
-11,463
2140
$9.03M ﹤0.01%
122,365
+5,088
2141
$9.02M ﹤0.01%
212,201
+21,284
2142
$9M ﹤0.01%
207,234
-118,787
2143
$9M ﹤0.01%
189,549
+32,853
2144
$9M ﹤0.01%
124,135
-10,388
2145
$8.99M ﹤0.01%
153,438
+103,153
2146
$8.99M ﹤0.01%
265,750
+23,690
2147
$8.99M ﹤0.01%
514,249
-70,151
2148
$8.96M ﹤0.01%
146,928
-2,827
2149
$8.96M ﹤0.01%
506,120
-68,903
2150
$8.95M ﹤0.01%
1,331,239
-282,782