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
1001
$74.8M 0.01%
1,763,791
+139,576
1002
$74.7M 0.01%
818,624
-34,611
1003
$74.7M 0.01%
1,741,688
+684,309
1004
$74.5M 0.01%
333,792
+25,755
1005
$74.5M 0.01%
464,973
-163,143
1006
$74.4M 0.01%
480,356
+75,633
1007
$74.2M 0.01%
1,095,516
+524,822
1008
$74.1M 0.01%
1,071,628
+184,933
1009
$73.6M 0.01%
787,528
+265,374
1010
$73.3M 0.01%
1,728,476
+1,656,014
1011
$73.3M 0.01%
4,577,747
+540,857
1012
$72.8M 0.01%
1,272,655
-102,913
1013
$72.8M 0.01%
540,469
-75,830
1014
$72.8M 0.01%
1,081,922
+254,874
1015
$72.5M 0.01%
1,077,502
-23,733
1016
$72.4M 0.01%
1,274,633
+126,751
1017
$72.3M 0.01%
1,920,503
+215,387
1018
$72.3M 0.01%
2,472,690
-70,056
1019
$72.1M 0.01%
710,520
-75,224
1020
$71.9M 0.01%
1,412,077
-303,258
1021
$71.8M 0.01%
2,533,885
-831,258
1022
$71.7M 0.01%
969,067
-1,477,192
1023
$71.6M 0.01%
1,019,155
+128,640
1024
$71.3M 0.01%
5,193,084
+1,737,874
1025
$71.3M 0.01%
647,147
-13,614