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
1276
$39.8M ﹤0.01%
408,699
-32,656
1277
$39.7M ﹤0.01%
844,611
-73,018
1278
$39.7M ﹤0.01%
818,843
-351,446
1279
$39.6M ﹤0.01%
572,774
-156,153
1280
$39.5M ﹤0.01%
518,630
-98,893
1281
$39.5M ﹤0.01%
289,931
+150,134
1282
$39.4M ﹤0.01%
742,679
+18,814
1283
$39.4M ﹤0.01%
2,559,606
-534,911
1284
$39.3M ﹤0.01%
288,549
-12,539
1285
$39.2M ﹤0.01%
196,873
+38,849
1286
$39.2M ﹤0.01%
404,831
+54,370
1287
$39.1M ﹤0.01%
449,119
+108,410
1288
$39.1M ﹤0.01%
1,082,517
-115,263
1289
$39.1M ﹤0.01%
197,006
+102,113
1290
$39.1M ﹤0.01%
680,945
+31,775
1291
$39M ﹤0.01%
671,938
+11,870
1292
$38.9M ﹤0.01%
162,448
-21,026
1293
$38.9M ﹤0.01%
13,526,758
+1,849,418
1294
$38.8M ﹤0.01%
1,873,512
+160,257
1295
$38.6M ﹤0.01%
1,449,546
+309,204
1296
$38.6M ﹤0.01%
2,620,286
-29,826
1297
$38.6M ﹤0.01%
511,819
-4,719
1298
$38.6M ﹤0.01%
419,967
+111,862
1299
$38.5M ﹤0.01%
131,818
-36,872
1300
$38.5M ﹤0.01%
654,919
+173,418