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
4926
$26.8K ﹤0.01%
9,289
-6,785
4927
$26.5K ﹤0.01%
1,185
-10,002
4928
$26.5K ﹤0.01%
11,681
-5,893
4929
$26.5K ﹤0.01%
72,348
+35,866
4930
$26.5K ﹤0.01%
555
+8
4931
$26.4K ﹤0.01%
17,975
+5,739
4932
$26.4K ﹤0.01%
+5,263
4933
$26.2K ﹤0.01%
6,409
-18,904
4934
$26.2K ﹤0.01%
2,532
+2,473
4935
$26.1K ﹤0.01%
+1,263
4936
$26.1K ﹤0.01%
932
-481
4937
$25.9K ﹤0.01%
13,238
+11,603
4938
$25.9K ﹤0.01%
+1,322
4939
$25.8K ﹤0.01%
5,008
+1,031
4940
$25.2K ﹤0.01%
658
-13,609
4941
$25.2K ﹤0.01%
1,295
+12
4942
$25.2K ﹤0.01%
559
-235
4943
$25.2K ﹤0.01%
1,704
-7,101
4944
$25K ﹤0.01%
1,504
-114
4945
$24.8K ﹤0.01%
4,500
-300
4946
$24.6K ﹤0.01%
+2,947
4947
$24.5K ﹤0.01%
879
+135
4948
$24.3K ﹤0.01%
7,116
-3,299
4949
$24.2K ﹤0.01%
4,985
+1,887
4950
$24.2K ﹤0.01%
1,055
-407