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
726
$141M 0.01%
2,896,792
+1,066,610
727
$141M 0.01%
625,303
+412,937
728
$141M 0.01%
2,565,263
+111,593
729
$141M 0.01%
977,601
-230,705
730
$141M 0.01%
3,346,953
+33,727
731
$140M 0.01%
1,157,822
+770,526
732
$140M 0.01%
3,192,911
+137,931
733
$140M 0.01%
1,649,142
+218,014
734
$140M 0.01%
2,079,131
+1,520,139
735
$139M 0.01%
6,965,937
-409,413
736
$139M 0.01%
4,692,900
+1,290,587
737
$139M 0.01%
910,321
-86,631
738
$138M 0.01%
433,929
-69,216
739
$137M 0.01%
669,482
+301,941
740
$136M 0.01%
1,295,685
+284,426
741
$136M 0.01%
1,547,063
+35,402
742
$136M 0.01%
2,171,324
-373,314
743
$136M 0.01%
1,975,223
+778,422
744
$136M 0.01%
1,210,048
+282,068
745
$135M 0.01%
702,887
-31,984
746
$135M 0.01%
6,229,199
+2,655,888
747
$135M 0.01%
1,222,893
-77,606
748
$135M 0.01%
3,532,303
+333,546
749
$134M 0.01%
1,040,625
+165,900
750
$134M 0.01%
3,915,575
+2,994,730