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
4351
$150K ﹤0.01%
35,105
-152,409
4352
$150K ﹤0.01%
1,338
-2,161
4353
$150K ﹤0.01%
+4,065
4354
$149K ﹤0.01%
+12,461
4355
$149K ﹤0.01%
47,831
-14,141
4356
$149K ﹤0.01%
8,366
+8,357
4357
$148K ﹤0.01%
14,712
-44,432
4358
$148K ﹤0.01%
10,944
-7,189
4359
$148K ﹤0.01%
12,500
4360
$148K ﹤0.01%
13,415
-5,870
4361
$147K ﹤0.01%
52,933
+192
4362
$147K ﹤0.01%
37,493
-9,163
4363
$147K ﹤0.01%
23,012
-18,004
4364
$147K ﹤0.01%
18,119
+17,999
4365
$146K ﹤0.01%
38,663
+37,746
4366
$146K ﹤0.01%
+3,873
4367
$145K ﹤0.01%
1,561
-99,804
4368
$145K ﹤0.01%
+13,747
4369
$145K ﹤0.01%
32,554
-22,042
4370
$144K ﹤0.01%
21,945
-17,621
4371
$144K ﹤0.01%
19,653
+8,283
4372
$144K ﹤0.01%
2,500
4373
$142K ﹤0.01%
40,230
+1,505
4374
$142K ﹤0.01%
6,469
+1,042
4375
$142K ﹤0.01%
17,056
+6,184