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
1126
$55.2M ﹤0.01%
3,029,131
+2,102,385
1127
$55M ﹤0.01%
358,559
+60,115
1128
$54.9M ﹤0.01%
506,488
+1,177
1129
$54.8M ﹤0.01%
881,943
-238,635
1130
$54.7M ﹤0.01%
1,140,713
-504,422
1131
$54.6M ﹤0.01%
1,164,142
+129,912
1132
$54.3M ﹤0.01%
1,039,325
+361,993
1133
$54.3M ﹤0.01%
348,029
-7,604
1134
$54.2M ﹤0.01%
339,692
+41,878
1135
$54.1M ﹤0.01%
838,823
+8,091
1136
$53.9M ﹤0.01%
3,098,727
-220,143
1137
$53.7M ﹤0.01%
278,783
+225,424
1138
$53.6M ﹤0.01%
266,444
-17,054
1139
$53.5M ﹤0.01%
4,286,196
+1,549,273
1140
$53.5M ﹤0.01%
912,666
-114,442
1141
$53.5M ﹤0.01%
803,362
+14,595
1142
$53.5M ﹤0.01%
1,035,470
+313,601
1143
$53.2M ﹤0.01%
2,314,871
+135,274
1144
$53.2M ﹤0.01%
1,196,651
-38,049
1145
$52.9M ﹤0.01%
1,455,728
-271,440
1146
$52.7M ﹤0.01%
629,016
+35,227
1147
$52.6M ﹤0.01%
529,384
+66,707
1148
$52.6M ﹤0.01%
358,058
+2,859
1149
$52.5M ﹤0.01%
929,139
+2,345
1150
$52.4M ﹤0.01%
149,678
-161,791