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
2676
$3.45M ﹤0.01%
29,641
-7,029
2677
$3.45M ﹤0.01%
94,887
+725
2678
$3.44M ﹤0.01%
158,628
-176,775
2679
$3.44M ﹤0.01%
272,740
+103,964
2680
$3.44M ﹤0.01%
128,743
+18,080
2681
$3.43M ﹤0.01%
33,721
-18,611
2682
$3.42M ﹤0.01%
232,868
-15,544
2683
$3.42M ﹤0.01%
141,645
-6,515
2684
$3.41M ﹤0.01%
46,822
-48,785
2685
$3.4M ﹤0.01%
84,776
+40,974
2686
$3.38M ﹤0.01%
216,266
-72,290
2687
$3.35M ﹤0.01%
426,115
+192,907
2688
$3.35M ﹤0.01%
63,498
-1,349
2689
$3.34M ﹤0.01%
28,805
+8,283
2690
$3.34M ﹤0.01%
138,813
+41,216
2691
$3.34M ﹤0.01%
347,769
-1,070,023
2692
$3.33M ﹤0.01%
64,992
+37,999
2693
$3.33M ﹤0.01%
37,263
+2,189
2694
$3.32M ﹤0.01%
93,662
+7,237
2695
$3.31M ﹤0.01%
28,607
-7,423
2696
$3.31M ﹤0.01%
+88,360
2697
$3.31M ﹤0.01%
160,251
-322,562
2698
$3.31M ﹤0.01%
589,167
+200,232
2699
$3.3M ﹤0.01%
435,714
+42,042
2700
$3.3M ﹤0.01%
74,053
+381