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
4701
$56.5K ﹤0.01%
9,926
-8,403
4702
$56.3K ﹤0.01%
5,836
-3,908
4703
$56.3K ﹤0.01%
20,854
-2,527
4704
$56.2K ﹤0.01%
4,038
4705
$56.2K ﹤0.01%
305,275
-19,725
4706
$56.1K ﹤0.01%
7,634
+1,248
4707
$56K ﹤0.01%
5,065
-1,060
4708
$55.9K ﹤0.01%
5,353
+5,105
4709
$55.6K ﹤0.01%
6,662
+139
4710
$55.4K ﹤0.01%
510
4711
$55.3K ﹤0.01%
12,605
+2,991
4712
$55.1K ﹤0.01%
5,845
-10,613
4713
$55.1K ﹤0.01%
5,411
+1,342
4714
$55.1K ﹤0.01%
+12,745
4715
$55K ﹤0.01%
4,744
-4,741
4716
$54.9K ﹤0.01%
+6,456
4717
$54.8K ﹤0.01%
5,301
-5,999
4718
$54.7K ﹤0.01%
10,713
+356
4719
$54.7K ﹤0.01%
4,703
-3,164
4720
$54.6K ﹤0.01%
5,155
+4,693
4721
$54.6K ﹤0.01%
5,025
-7,883
4722
$54.5K ﹤0.01%
6,414
+5,745
4723
$54.5K ﹤0.01%
+7,296
4724
$54.5K ﹤0.01%
+4,734
4725
$53.6K ﹤0.01%
+5,280