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
2326
$6.92M ﹤0.01%
131,470
+99,231
2327
$6.92M ﹤0.01%
38,270
-6,372
2328
$6.91M ﹤0.01%
+714,010
2329
$6.9M ﹤0.01%
+713,893
2330
$6.87M ﹤0.01%
135,798
-2,673
2331
$6.87M ﹤0.01%
32,588
+1,810
2332
$6.86M ﹤0.01%
150,647
-76,798
2333
$6.86M ﹤0.01%
1,017,286
+131,731
2334
$6.83M ﹤0.01%
279,445
+2,118
2335
$6.83M ﹤0.01%
373,521
+21,420
2336
$6.83M ﹤0.01%
169,017
-15,490
2337
$6.81M ﹤0.01%
799,568
+634,082
2338
$6.8M ﹤0.01%
138,224
-15,327
2339
$6.8M ﹤0.01%
223,834
-145,033
2340
$6.79M ﹤0.01%
762,127
+13,300
2341
$6.78M ﹤0.01%
75,942
+67,164
2342
$6.78M ﹤0.01%
113,181
-27,599
2343
$6.77M ﹤0.01%
80,342
-5,816
2344
$6.77M ﹤0.01%
384,452
+362,855
2345
$6.76M ﹤0.01%
62,359
-55,557
2346
$6.75M ﹤0.01%
125,275
-25,104
2347
$6.75M ﹤0.01%
281,621
-351,164
2348
$6.74M ﹤0.01%
749,141
+679,462
2349
$6.74M ﹤0.01%
84,489
+72,484
2350
$6.73M ﹤0.01%
55,644
-120,989