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
201
$1.13B 0.1%
1,113,248
+236,782
202
$1.13B 0.1%
8,452,179
-819,046
203
$1.13B 0.1%
4,563,635
-127,670
204
$1.12B 0.09%
14,086,950
+317,537
205
$1.12B 0.09%
19,365,054
+3,468,875
206
$1.11B 0.09%
9,583,009
+175,920
207
$1.11B 0.09%
7,458,399
+869,150
208
$1.11B 0.09%
11,155,836
+2,893,161
209
$1.09B 0.09%
22,246,205
+7,917,569
210
$1.08B 0.09%
28,946,420
+3,768,480
211
$1.07B 0.09%
11,930,358
+4,025,509
212
$1.07B 0.09%
2,977,892
-196,840
213
$1.06B 0.09%
9,818,182
-998,375
214
$1.04B 0.09%
19,421,552
-2,052,310
215
$1.04B 0.09%
6,274,493
+652,938
216
$1.03B 0.09%
3,637,293
-421,611
217
$1.02B 0.09%
23,524,250
+3,499,462
218
$1.02B 0.09%
4,720,144
-352,496
219
$1.01B 0.09%
13,194,686
-1,806,878
220
$1.01B 0.09%
2,307,111
-240,012
221
$1B 0.08%
22,652,408
+9,516,683
222
$989M 0.08%
1,198,600
-72,898
223
$984M 0.08%
12,572,034
-634,457
224
$981M 0.08%
4,948,578
-88,949
225
$972M 0.08%
6,684,363
-313,343