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
1026
$70.9M 0.01%
1,523,449
+1,523,235
1027
$70.5M 0.01%
428,018
-42,022
1028
$70.2M 0.01%
173,685
+13,767
1029
$70.2M 0.01%
1,699,843
-472,986
1030
$70.1M 0.01%
555,943
-42,301
1031
$69.7M 0.01%
5,924,008
+3,101,972
1032
$69.4M 0.01%
419,330
-224,182
1033
$69.3M 0.01%
9,345,822
+735,613
1034
$69M 0.01%
1,519,502
+41,384
1035
$68.5M 0.01%
766,013
+185,623
1036
$68.5M 0.01%
1,060,046
-19,162
1037
$68.5M 0.01%
1,150,345
+93,425
1038
$68.4M 0.01%
581,654
-39,309
1039
$68.4M 0.01%
1,404,888
+75,566
1040
$67.9M 0.01%
1,656,397
+39,827
1041
$67.8M 0.01%
1,256,656
-65,310
1042
$67.1M 0.01%
277,074
+27,182
1043
$66.9M 0.01%
1,185,712
+328,057
1044
$66.8M 0.01%
4,414,156
+134,181
1045
$66.5M 0.01%
1,456,072
+236,801
1046
$66.4M 0.01%
4,200,958
+401,834
1047
$66.4M 0.01%
632,766
+33,147
1048
$66.1M 0.01%
15,622,220
+14,579,910
1049
$65.9M 0.01%
2,073,621
-118,494
1050
$65.6M 0.01%
190,491
+98,705