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
4276
$180K ﹤0.01%
+4,581
4277
$178K ﹤0.01%
+5,456
4278
$178K ﹤0.01%
1,485
-3,238
4279
$178K ﹤0.01%
4,197
-2,591
4280
$177K ﹤0.01%
1,968
-1,187
4281
$176K ﹤0.01%
89,793
-91,308
4282
$175K ﹤0.01%
22,460
-159,834
4283
$175K ﹤0.01%
51,015
-9,847
4284
$175K ﹤0.01%
4,930
+299
4285
$175K ﹤0.01%
47,719
+25,264
4286
$175K ﹤0.01%
2,431
-848
4287
$174K ﹤0.01%
26,003
-62,190
4288
$174K ﹤0.01%
11,786
+4,997
4289
$173K ﹤0.01%
12,876
-8,847
4290
$173K ﹤0.01%
15,180
+13,692
4291
$173K ﹤0.01%
9,615
-36,447
4292
$172K ﹤0.01%
5,743
-8,184
4293
$171K ﹤0.01%
25,127
+14,439
4294
0
4295
$171K ﹤0.01%
+7,997
4296
$171K ﹤0.01%
44,936
+18,103
4297
$170K ﹤0.01%
48,982
+43,154
4298
$170K ﹤0.01%
68,452
+35,499
4299
$170K ﹤0.01%
+25,000
4300
$170K ﹤0.01%
19,310
-46,965