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
1526
$25.7M ﹤0.01%
1,134,473
-171,718
1527
$25.6M ﹤0.01%
296,555
-17,414
1528
$25.6M ﹤0.01%
424,960
+202,320
1529
$25.6M ﹤0.01%
201,142
-1,501
1530
$25.5M ﹤0.01%
102,855
+18,528
1531
$25.5M ﹤0.01%
419,841
+16,266
1532
$25.2M ﹤0.01%
373,849
+6,456
1533
$25.2M ﹤0.01%
315,909
+152,739
1534
$25.1M ﹤0.01%
440,566
-80,904
1535
$25.1M ﹤0.01%
553,264
-18,416
1536
$25.1M ﹤0.01%
546,183
+119,198
1537
$25.1M ﹤0.01%
1,016,386
+77,413
1538
$25M ﹤0.01%
675,829
+6,217
1539
$25M ﹤0.01%
306,781
-21,302
1540
$24.9M ﹤0.01%
377,467
-29,040
1541
$24.8M ﹤0.01%
151,431
+21,943
1542
$24.8M ﹤0.01%
556,578
-7,788
1543
$24.8M ﹤0.01%
558,699
+8,147
1544
$24.8M ﹤0.01%
490,663
-80,676
1545
$24.7M ﹤0.01%
170,553
-31,602
1546
$24.5M ﹤0.01%
1,929,179
+1,439,405
1547
$24.5M ﹤0.01%
636,430
-7,462
1548
$24.5M ﹤0.01%
355,434
-6,002
1549
$24.4M ﹤0.01%
4,745,684
-1,257,488
1550
$24.4M ﹤0.01%
308,861
-17,281