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
4801
$42K ﹤0.01%
+1,428
4802
$41.8K ﹤0.01%
658
-100
4803
$41.3K ﹤0.01%
+4,216
4804
$41K ﹤0.01%
25,004
-1,129,630
4805
$41K ﹤0.01%
32,518
-11,216
4806
$40.9K ﹤0.01%
2,614
-1,917
4807
$40.8K ﹤0.01%
1,313
4808
$40.7K ﹤0.01%
6,000
4809
$40.6K ﹤0.01%
948
+267
4810
$40.4K ﹤0.01%
927
-510
4811
$40.3K ﹤0.01%
1,608
+744
4812
$40.1K ﹤0.01%
415
+48
4813
$39.5K ﹤0.01%
12,686
+8,988
4814
$39.2K ﹤0.01%
2,172
+432
4815
$38.9K ﹤0.01%
40,575
-20,991
4816
$38.7K ﹤0.01%
3,660
-123
4817
$38.6K ﹤0.01%
1,480
-10,094
4818
$38.6K ﹤0.01%
1,550
4819
$38.6K ﹤0.01%
448
+36
4820
0
4821
$38.4K ﹤0.01%
+1,531
4822
$38.4K ﹤0.01%
809
-416
4823
$38.3K ﹤0.01%
15,146
-7,632
4824
$38.2K ﹤0.01%
828
+271
4825
$37.9K ﹤0.01%
6,683
-4,298