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
1301
$38.4M ﹤0.01%
518,987
-85,547
1302
$38.4M ﹤0.01%
551,750
-50,163
1303
$38.3M ﹤0.01%
876,374
+326,860
1304
$38.3M ﹤0.01%
641,247
+226,945
1305
$38.3M ﹤0.01%
661,412
-43,719
1306
$38.3M ﹤0.01%
1,838,852
+65,996
1307
$38.3M ﹤0.01%
305,265
-50,718
1308
$38.2M ﹤0.01%
545,596
+91,270
1309
$38.2M ﹤0.01%
171,466
+19,223
1310
$38.1M ﹤0.01%
668,494
+56,549
1311
$38.1M ﹤0.01%
1,157,000
+277,862
1312
$38.1M ﹤0.01%
199,599
-6,213
1313
$38M ﹤0.01%
431,204
-20,772
1314
$37.9M ﹤0.01%
474,835
-156,307
1315
$37.8M ﹤0.01%
436,218
+153,373
1316
$37.7M ﹤0.01%
889,144
+123,655
1317
$37.7M ﹤0.01%
443,555
+3,624
1318
$37.6M ﹤0.01%
366,368
-14,612
1319
$37.6M ﹤0.01%
609,863
+368,153
1320
$37.6M ﹤0.01%
3,151,293
+457,352
1321
$37.5M ﹤0.01%
1,580,300
-864,498
1322
$37.5M ﹤0.01%
2,443,183
+1,358,854
1323
$37.4M ﹤0.01%
1,331,188
+384,520
1324
$37.2M ﹤0.01%
1,009,829
-381,946
1325
$37.1M ﹤0.01%
632,842
+79,090