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
2451
$5.83M ﹤0.01%
160,009
-27,658
2452
$5.83M ﹤0.01%
162,425
-85,783
2453
$5.82M ﹤0.01%
204,429
+30,216
2454
$5.81M ﹤0.01%
388,226
-32,763
2455
$5.81M ﹤0.01%
180,699
+1,545
2456
$5.79M ﹤0.01%
357,787
-126,654
2457
$5.79M ﹤0.01%
57,367
+1,741
2458
$5.75M ﹤0.01%
224,071
+47,417
2459
$5.75M ﹤0.01%
591,414
+94,700
2460
$5.73M ﹤0.01%
581,484
+23,544
2461
$5.72M ﹤0.01%
190,762
-38,020
2462
$5.69M ﹤0.01%
89,693
+10,000
2463
$5.67M ﹤0.01%
545,174
+425,174
2464
$5.66M ﹤0.01%
10,614
+6,081
2465
$5.65M ﹤0.01%
65,840
+121
2466
$5.64M ﹤0.01%
29,926
-46,833
2467
$5.64M ﹤0.01%
214,410
+5,277
2468
$5.63M ﹤0.01%
202,986
+82,650
2469
$5.63M ﹤0.01%
21,987
-25,524
2470
$5.62M ﹤0.01%
136,752
-135,160
2471
$5.61M ﹤0.01%
555,575
+52,575
2472
$5.58M ﹤0.01%
148,117
+44,347
2473
$5.56M ﹤0.01%
1,952,108
+1,952,035
2474
$5.56M ﹤0.01%
32,473
-36,043
2475
$5.55M ﹤0.01%
93,096
+32,862