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
4476
$109K ﹤0.01%
11,204
-8,129
4477
$109K ﹤0.01%
1,374
-210
4478
$109K ﹤0.01%
27,484
-41,759
4479
$108K ﹤0.01%
15,852
-15,570
4480
$108K ﹤0.01%
2,269
-3,008
4481
$107K ﹤0.01%
25,680
+10,498
4482
$107K ﹤0.01%
10,698
+10,367
4483
$107K ﹤0.01%
2,541
-4
4484
$106K ﹤0.01%
9,059
-2,055
4485
$106K ﹤0.01%
+4,470
4486
$106K ﹤0.01%
3,070
+1,576
4487
$106K ﹤0.01%
14,184
-8,291
4488
$105K ﹤0.01%
30,563
-8,417
4489
$104K ﹤0.01%
37,930
-24,967
4490
$104K ﹤0.01%
1,023
-10
4491
$104K ﹤0.01%
2,500
-10,365
4492
$103K ﹤0.01%
1,731
4493
$103K ﹤0.01%
9,978
+4,392
4494
$103K ﹤0.01%
30,827
+26,920
4495
$103K ﹤0.01%
+10,559
4496
$103K ﹤0.01%
+3,089
4497
$103K ﹤0.01%
6,900
+2,677
4498
$102K ﹤0.01%
9,633
-3,426
4499
$102K ﹤0.01%
+8,387
4500
$102K ﹤0.01%
1,974
+1,952