JP Morgan Chase

JP Morgan Chase 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
2501
$4.7M ﹤0.01%
76,961
-61,172
2502
$4.69M ﹤0.01%
463,247
+236,700
2503
$4.67M ﹤0.01%
98,968
-77,073
2504
$4.65M ﹤0.01%
82,531
-7,121
2505
$4.62M ﹤0.01%
217,700
+160,557
2506
$4.62M ﹤0.01%
622,328
+166,254
2507
$4.62M ﹤0.01%
391,483
+288,694
2508
$4.61M ﹤0.01%
105,527
+41,443
2509
$4.61M ﹤0.01%
716,787
+55,834
2510
$4.56M ﹤0.01%
323,547
+38,547
2511
$4.55M ﹤0.01%
208,540
+15,107
2512
$4.52M ﹤0.01%
140,504
-924,212
2513
$4.51M ﹤0.01%
138,625
-78,574
2514
$4.51M ﹤0.01%
167,780
+45,194
2515
$4.48M ﹤0.01%
94,196
-11,818
2516
$4.48M ﹤0.01%
137,139
+9,962
2517
$4.48M ﹤0.01%
357,879
+310,291
2518
$4.48M ﹤0.01%
+173,767
2519
$4.47M ﹤0.01%
114,989
-41,852
2520
$4.46M ﹤0.01%
181,818
-81,198
2521
$4.45M ﹤0.01%
320,178
+128,442
2522
$4.44M ﹤0.01%
83,120
+31,525
2523
$4.44M ﹤0.01%
288,607
+154,007
2524
$4.44M ﹤0.01%
818,705
-18,484
2525
$4.43M ﹤0.01%
497,124
+472,915