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
51
$4.4B 0.37%
10,469,854
+321,933
52
$4.28B 0.36%
44,066,680
+2,493,400
53
$4.22B 0.36%
26,031,370
+1,241,123
54
$4.22B 0.36%
97,396,921
-869,031
55
$4.05B 0.34%
69,096,284
+52,754,036
56
$3.99B 0.34%
5,235,140
+1,174,627
57
$3.95B 0.33%
30,924,521
+1,986,450
58
$3.94B 0.33%
46,660,015
+709,113
59
$3.93B 0.33%
1,246,639
+413,515
60
$3.9B 0.33%
77,011,697
-9,371,274
61
$3.85B 0.33%
25,936,272
+417,259
62
$3.78B 0.32%
21,574,668
+5,669
63
$3.77B 0.32%
60,271,449
-14,313,212
64
$3.77B 0.32%
10,876,711
+276,813
65
$3.77B 0.32%
61,572,651
-28,817,890
66
$3.72B 0.31%
53,153,860
+16,774,642
67
$3.72B 0.31%
36,682,656
+2,034,591
68
$3.67B 0.31%
16,110,223
-241,217
69
$3.61B 0.31%
75,025,791
+4,595,907
70
$3.54B 0.3%
7,625,029
+771,678
71
$3.52B 0.3%
26,660,917
+764,399
72
$3.5B 0.3%
965,883
+275,432
73
$3.39B 0.29%
16,519,719
+4,931,508
74
$3.36B 0.28%
57,716,100
-2,525,950
75
$3.32B 0.28%
55,242,289
-4,957,198