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
1601
$21.8M ﹤0.01%
757,156
-931,949
1602
$21.7M ﹤0.01%
164,825
-29,019
1603
$21.7M ﹤0.01%
99,965
-1,871
1604
$21.6M ﹤0.01%
1,154,716
-515,999
1605
$21.6M ﹤0.01%
207,571
+3,880
1606
$21.6M ﹤0.01%
516,358
-89,369
1607
$21.5M ﹤0.01%
1,171,845
+222,114
1608
$21.5M ﹤0.01%
209,618
-25,762
1609
$21.4M ﹤0.01%
956,613
+303,960
1610
$21.4M ﹤0.01%
416,696
+55,921
1611
$21.3M ﹤0.01%
945,211
+542,841
1612
$21.3M ﹤0.01%
489,594
+313,727
1613
$21.3M ﹤0.01%
1,170,008
+857,902
1614
$21.3M ﹤0.01%
231,608
+50,942
1615
$21.3M ﹤0.01%
3,046,710
-29,742
1616
$21.3M ﹤0.01%
126,420
+29,802
1617
$21.3M ﹤0.01%
818,980
-75,502
1618
$21.2M ﹤0.01%
218,944
-3,439
1619
$21.2M ﹤0.01%
1,434,474
+1,114,268
1620
$21.1M ﹤0.01%
1,509,083
+182,269
1621
$21.1M ﹤0.01%
498,925
+108,232
1622
$21M ﹤0.01%
749,816
-151,273
1623
$21M ﹤0.01%
853,508
+4,392
1624
$21M ﹤0.01%
414,067
-2,929,866
1625
$21M ﹤0.01%
+844,465