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
4726
$53.6K ﹤0.01%
7,856
+6,561
4727
$53.5K ﹤0.01%
+7,919
4728
$53.4K ﹤0.01%
2,979
+1,134
4729
$53K ﹤0.01%
748
-898
4730
$52.9K ﹤0.01%
592
-1
4731
$52.2K ﹤0.01%
16,517
-10,346
4732
$52K ﹤0.01%
6,784
-4,794
4733
$51.8K ﹤0.01%
875
-484
4734
$51.8K ﹤0.01%
7,386
+2,927
4735
$51.7K ﹤0.01%
1,005
+482
4736
$51.5K ﹤0.01%
6,006
-6,955
4737
$51.4K ﹤0.01%
2,406
+1,261
4738
$51K ﹤0.01%
7,268
+2,843
4739
$51K ﹤0.01%
+3,305
4740
$50.9K ﹤0.01%
408
+233
4741
$50.9K ﹤0.01%
4,600
-39,461
4742
$50.8K ﹤0.01%
911
+811
4743
$50.8K ﹤0.01%
3,858
-3,077
4744
$50.6K ﹤0.01%
3,811
-4,320
4745
$50.5K ﹤0.01%
1,219
-1,143
4746
$50.4K ﹤0.01%
+366
4747
$50.4K ﹤0.01%
1,113
4748
$50.2K ﹤0.01%
2,432
+682
4749
$50K ﹤0.01%
9,389
-42,246
4750
$49.9K ﹤0.01%
16,057
-11,828