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
2251
$7.8M ﹤0.01%
86,295
-40,138
2252
$7.79M ﹤0.01%
175,034
-193,382
2253
$7.79M ﹤0.01%
88,880
+337
2254
$7.78M ﹤0.01%
40,180
-13,114
2255
$7.77M ﹤0.01%
503,617
+133,360
2256
$7.75M ﹤0.01%
53,345
+52,767
2257
$7.75M ﹤0.01%
236,687
-62,558
2258
$7.75M ﹤0.01%
559,322
-665,327
2259
$7.73M ﹤0.01%
256,511
-144,706
2260
$7.72M ﹤0.01%
61,573
+9,684
2261
$7.7M ﹤0.01%
399,740
+70,611
2262
$7.7M ﹤0.01%
106,900
-5,914
2263
$7.65M ﹤0.01%
1,331,083
+782,870
2264
$7.64M ﹤0.01%
136,654
-6,770
2265
$7.63M ﹤0.01%
331,176
+28,711
2266
$7.6M ﹤0.01%
1,257,713
-64,156
2267
$7.57M ﹤0.01%
220,814
-122,117
2268
$7.56M ﹤0.01%
119,134
-153,447
2269
$7.55M ﹤0.01%
129,906
-1,284
2270
$7.52M ﹤0.01%
273,733
-104,290
2271
$7.51M ﹤0.01%
149,689
-5,572
2272
$7.5M ﹤0.01%
83,410
-57,071
2273
$7.5M ﹤0.01%
153,628
+27,954
2274
$7.48M ﹤0.01%
91,414
+18,617
2275
$7.47M ﹤0.01%
676,444
-1,219,874