JP Morgan Chase & Co

JP Morgan Chase & Co 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
$1.12T
AUM Growth
+$146B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,913
New
Increased
Reduced
Closed

Top Buys

1 +$5B
2 +$4.43B
3 +$4B
4
AAPL icon
Apple
AAPL
+$3.19B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.09B

Top Sells

1 +$2.49B
2 +$2.41B
3 +$1.76B
4
ADBE icon
Adobe
ADBE
+$1.4B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.3B

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
$204K ﹤0.01%
8,601
+5,578
4227
$203K ﹤0.01%
+3,187
4228
$203K ﹤0.01%
4,904
-1,201
4229
$203K ﹤0.01%
119,269
-3,811,071
4230
$203K ﹤0.01%
163,395
+75,365
4231
$202K ﹤0.01%
13,279
-11,420
4232
$202K ﹤0.01%
115,275
+53,442
4233
$201K ﹤0.01%
49,231
-1,190
4234
$201K ﹤0.01%
3,555
-957
4235
$200K ﹤0.01%
32,059
+1,345
4236
$200K ﹤0.01%
12,592
-30,500
4237
$200K ﹤0.01%
44,861
-64,925
4238
$199K ﹤0.01%
54,693
+31,349
4239
$198K ﹤0.01%
6,591
+1,878
4240
$198K ﹤0.01%
+30,214
4241
$197K ﹤0.01%
+31,100
4242
$196K ﹤0.01%
17,235
+2,839
4243
$196K ﹤0.01%
138,153
+73,140
4244
$196K ﹤0.01%
2,965
+229
4245
$195K ﹤0.01%
44,017
+30,846
4246
$195K ﹤0.01%
21,661
+19,792
4247
$195K ﹤0.01%
6,913
+3,797
4248
$194K ﹤0.01%
38,042
-4,254
4249
$194K ﹤0.01%
79,664
+55,977
4250
$193K ﹤0.01%
22,816
-17,981