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
1501
$26.8M ﹤0.01%
190,446
+44,987
1502
$26.8M ﹤0.01%
767,270
+27,511
1503
$26.8M ﹤0.01%
208,486
+58,285
1504
$26.8M ﹤0.01%
392,750
-70,520
1505
$26.8M ﹤0.01%
3,153,086
+2,918,688
1506
$26.7M ﹤0.01%
543,033
-72,189
1507
$26.7M ﹤0.01%
104,395
+27,956
1508
$26.7M ﹤0.01%
1,896,717
+151,671
1509
$26.5M ﹤0.01%
474,561
+310,574
1510
$26.5M ﹤0.01%
255,939
-8,555
1511
$26.4M ﹤0.01%
1,738,967
-369,635
1512
$26.4M ﹤0.01%
732,008
-7,036
1513
$26.4M ﹤0.01%
260,025
+17,780
1514
$26.2M ﹤0.01%
248,410
+9,504
1515
$26.2M ﹤0.01%
1,067,256
+121,000
1516
$26.1M ﹤0.01%
394,608
-83,280
1517
$26.1M ﹤0.01%
314,672
+91,937
1518
$26M ﹤0.01%
360,170
+29,758
1519
$26M ﹤0.01%
110,533
-29,656
1520
$25.9M ﹤0.01%
2,318,634
+1,293,505
1521
$25.9M ﹤0.01%
548,782
+130,424
1522
$25.8M ﹤0.01%
744,035
-225,366
1523
$25.8M ﹤0.01%
2,316,982
+465,187
1524
$25.8M ﹤0.01%
1,645,378
-395,388
1525
$25.8M ﹤0.01%
1,868,951
-36,608