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
1551
$24.4M ﹤0.01%
2,185,013
-406,141
1552
$24.4M ﹤0.01%
260,020
+31,834
1553
$24.3M ﹤0.01%
1,177,670
+38,475
1554
$24.2M ﹤0.01%
526,691
+109,840
1555
$24.2M ﹤0.01%
84,573
+8,977
1556
$24.2M ﹤0.01%
2,045,640
+1,916,661
1557
$24.1M ﹤0.01%
634,094
+63,794
1558
$24.1M ﹤0.01%
218,445
-1,452
1559
$24.1M ﹤0.01%
540,683
-166,891
1560
$24M ﹤0.01%
516,998
+58,297
1561
$23.9M ﹤0.01%
239,642
-35,980
1562
$23.9M ﹤0.01%
313,568
+47,407
1563
$23.8M ﹤0.01%
329,710
-15,334
1564
$23.7M ﹤0.01%
650,757
-170,499
1565
$23.7M ﹤0.01%
408,482
-11,516
1566
$23.7M ﹤0.01%
659,542
-214,813
1567
$23.3M ﹤0.01%
523,162
+60,575
1568
$23.3M ﹤0.01%
611,371
+15,739
1569
$23.3M ﹤0.01%
876,723
-48,804
1570
$23.3M ﹤0.01%
390,384
+158,167
1571
$23.2M ﹤0.01%
487,726
-24,366
1572
$23.2M ﹤0.01%
5,181,979
-1,724,782
1573
$23.2M ﹤0.01%
753,798
+14,059
1574
$23.1M ﹤0.01%
585,601
-17,261
1575
$23.1M ﹤0.01%
402,745
-47,694