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
2751
$2.98M ﹤0.01%
79,434
-1,395,852
2752
$2.97M ﹤0.01%
119,739
+6,206
2753
$2.97M ﹤0.01%
47,476
+12,066
2754
$2.97M ﹤0.01%
103,678
-318,323
2755
$2.96M ﹤0.01%
244,162
-26,198
2756
$2.96M ﹤0.01%
175,870
-11,421
2757
$2.96M ﹤0.01%
242,859
+73,274
2758
$2.95M ﹤0.01%
323,565
-72,592
2759
$2.95M ﹤0.01%
316,655
-6,873
2760
$2.93M ﹤0.01%
147,934
+763
2761
$2.93M ﹤0.01%
50,000
2762
$2.92M ﹤0.01%
43,119
-295
2763
$2.92M ﹤0.01%
51,976
-21,922
2764
$2.91M ﹤0.01%
42,552
+23,263
2765
$2.91M ﹤0.01%
476,689
+208,589
2766
$2.91M ﹤0.01%
53,666
-12,413
2767
$2.9M ﹤0.01%
40,683
+15,784
2768
$2.89M ﹤0.01%
218,203
+107,056
2769
$2.88M ﹤0.01%
7,974
+981
2770
$2.88M ﹤0.01%
54,839
-5,479
2771
$2.88M ﹤0.01%
+120,181
2772
$2.86M ﹤0.01%
68,173
-22,117
2773
$2.86M ﹤0.01%
129,211
-371,956
2774
$2.86M ﹤0.01%
32,511
-32,272
2775
$2.86M ﹤0.01%
68,676
+8,386