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 21.83%
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
2326
$6.21M ﹤0.01%
300,211
+143,374
2327
$6.21M ﹤0.01%
729,533
+447,301
2328
$6.19M ﹤0.01%
147,376
-1,000
2329
$6.18M ﹤0.01%
470,595
+53,877
2330
$6.18M ﹤0.01%
909,583
-35,186
2331
$6.17M ﹤0.01%
619,766
-73,041
2332
$6.16M ﹤0.01%
239,361
-55,600
2333
$6.15M ﹤0.01%
150,427
+122,000
2334
$6.13M ﹤0.01%
734,615
+330,601
2335
$6.09M ﹤0.01%
111,519
-238,387
2336
$6.09M ﹤0.01%
256,152
-153,346
2337
$6.06M ﹤0.01%
415,510
-898,184
2338
$6.06M ﹤0.01%
45,878
-7,120
2339
$6.04M ﹤0.01%
1,055,835
+333,033
2340
$6.04M ﹤0.01%
60,872
+55,914
2341
$6.02M ﹤0.01%
445,290
+130,922
2342
$6.02M ﹤0.01%
118,087
+99,801
2343
$6M ﹤0.01%
80,990
+31,993
2344
$6M ﹤0.01%
403,964
+2,035
2345
$5.99M ﹤0.01%
108,194
-1,820
2346
$5.99M ﹤0.01%
207,405
-30,894
2347
$5.99M ﹤0.01%
138,496
+29,301
2348
$5.97M ﹤0.01%
308,143
+57,149
2349
$5.92M ﹤0.01%
751,485
+58,092
2350
$5.92M ﹤0.01%
179,552
-331,860