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
1226
$44.8M ﹤0.01%
569,821
+163,353
1227
$44.8M ﹤0.01%
236,197
+45,130
1228
$44.7M ﹤0.01%
832,102
+79,546
1229
$44.7M ﹤0.01%
736,485
+29,313
1230
$44.6M ﹤0.01%
+600,640
1231
$44.6M ﹤0.01%
1,610,966
+489,074
1232
$44.4M ﹤0.01%
362,498
+302,617
1233
$44.3M ﹤0.01%
3,230,041
+2,380,526
1234
$44.3M ﹤0.01%
1,151,486
+58,714
1235
$44.1M ﹤0.01%
989,275
+87,872
1236
$44.1M ﹤0.01%
772,683
+34,021
1237
$43.7M ﹤0.01%
521,929
+104,268
1238
$43.7M ﹤0.01%
3,924,009
+30,124
1239
$43.5M ﹤0.01%
2,480,122
-1,057,488
1240
$43.3M ﹤0.01%
2,090,303
+399,967
1241
$43.3M ﹤0.01%
1,712,908
+149,484
1242
$43.2M ﹤0.01%
705,768
-979,827
1243
$43.2M ﹤0.01%
3,132,935
+334,874
1244
$43.2M ﹤0.01%
1,202,813
-58,332
1245
$43.2M ﹤0.01%
350,000
1246
$43.1M ﹤0.01%
395,063
+47,962
1247
$43.1M ﹤0.01%
327,918
+198,299
1248
$43M ﹤0.01%
1,200,536
+4,751
1249
$43M ﹤0.01%
2,587,090
-495,795
1250
$43M ﹤0.01%
2,202,314
+161,648