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
2651
$3.57M ﹤0.01%
32,990
-2,677
2652
$3.57M ﹤0.01%
103,937
-54,867
2653
$3.56M ﹤0.01%
499,081
-235,534
2654
$3.56M ﹤0.01%
83,446
-3,283
2655
$3.55M ﹤0.01%
160,905
+31,139
2656
$3.55M ﹤0.01%
185,897
+38,727
2657
$3.54M ﹤0.01%
130,865
-197,102
2658
$3.54M ﹤0.01%
153,419
-64,209
2659
$3.53M ﹤0.01%
64,962
-4,398
2660
$3.53M ﹤0.01%
75,397
+4,717
2661
$3.52M ﹤0.01%
353,755
-84,031
2662
$3.52M ﹤0.01%
154,076
-139,668
2663
$3.51M ﹤0.01%
82,260
-6,661
2664
$3.5M ﹤0.01%
44,116
+7,795
2665
$3.49M ﹤0.01%
72,060
-57,180
2666
$3.49M ﹤0.01%
+62,000
2667
$3.49M ﹤0.01%
498,978
+210,177
2668
$3.49M ﹤0.01%
137,141
-8,489
2669
$3.48M ﹤0.01%
164,786
-93,556
2670
$3.48M ﹤0.01%
49,233
+843
2671
$3.47M ﹤0.01%
116,555
+114,261
2672
$3.47M ﹤0.01%
424,739
-4,967
2673
$3.47M ﹤0.01%
247,656
+209,183
2674
$3.46M ﹤0.01%
115,631
-21,842
2675
$3.46M ﹤0.01%
191,146
-6,039