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
2726
$3.13M ﹤0.01%
47,172
+1,460
2727
$3.13M ﹤0.01%
162,295
+53,249
2728
$3.11M ﹤0.01%
116,266
+74,315
2729
$3.09M ﹤0.01%
125,724
-6,947
2730
$3.09M ﹤0.01%
88,384
+53,957
2731
$3.09M ﹤0.01%
400,080
+57,991
2732
$3.08M ﹤0.01%
81,077
+26,777
2733
$3.07M ﹤0.01%
+129,276
2734
$3.07M ﹤0.01%
258,113
+258,065
2735
$3.07M ﹤0.01%
773,164
+159
2736
$3.06M ﹤0.01%
79,466
+14,632
2737
$3.06M ﹤0.01%
415,533
-119,631
2738
$3.05M ﹤0.01%
+150,000
2739
$3.04M ﹤0.01%
58,984
-5,919
2740
$3.04M ﹤0.01%
+150,000
2741
$3.04M ﹤0.01%
+60,000
2742
$3.03M ﹤0.01%
47,232
+23,614
2743
$3.02M ﹤0.01%
252,748
+124,191
2744
$3.02M ﹤0.01%
406,133
-332,100
2745
$3.02M ﹤0.01%
91,964
+14,756
2746
$3.01M ﹤0.01%
183,712
+8,252
2747
$2.99M ﹤0.01%
86,596
+6,473
2748
$2.99M ﹤0.01%
+72,052
2749
$2.98M ﹤0.01%
69,737
-16,857
2750
$2.98M ﹤0.01%
245,976
+159,821