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
1051
$65.5M 0.01%
1,367,152
+32,140
1052
$65.5M 0.01%
2,430,749
-2,743,802
1053
$65.4M 0.01%
606,751
+56,324
1054
$65.3M 0.01%
871,119
+24,074
1055
$65.1M 0.01%
1,108,218
-34,951
1056
$65.1M 0.01%
4,122,842
+220,955
1057
$65M 0.01%
1,193,243
+18,038
1058
$65M 0.01%
4,385,694
+1,546,027
1059
$64.9M 0.01%
2,647,804
-1,025,332
1060
$64.8M 0.01%
3,361,626
+62,764
1061
$64.6M 0.01%
1,169,167
+40,865
1062
$64.5M 0.01%
1,849,434
+680,520
1063
$64.1M 0.01%
193,557
-31,841
1064
$63.8M 0.01%
679,561
-68,020
1065
$63.7M 0.01%
1,329,596
+722,427
1066
$63.5M 0.01%
1,435,124
+21,732
1067
$62.9M 0.01%
1,496,948
+34,908
1068
$62.9M 0.01%
506,577
+179,856
1069
$62.8M 0.01%
3,450,982
+3,139,428
1070
$62.5M 0.01%
1,246,133
+392,898
1071
$62.3M 0.01%
1,103,946
+148,721
1072
$62M 0.01%
1,625,195
+481,224
1073
$62M 0.01%
344,459
+209,480
1074
$61.8M 0.01%
1,026,001
+19,213
1075
$61.5M 0.01%
503,664
+101,482