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
2851
$2.54M ﹤0.01%
72,764
+21,238
2852
$2.54M ﹤0.01%
82,085
+13,737
2853
$2.54M ﹤0.01%
56,018
+2,892
2854
$2.53M ﹤0.01%
127,118
-76,110
2855
$2.53M ﹤0.01%
202,662
-101,867
2856
$2.52M ﹤0.01%
104,411
+3,228
2857
$2.51M ﹤0.01%
161,509
+11,323
2858
$2.51M ﹤0.01%
80,281
+10,850
2859
$2.5M ﹤0.01%
878,675
+164,990
2860
$2.5M ﹤0.01%
63,606
+618
2861
$2.5M ﹤0.01%
69,354
+69,180
2862
$2.5M ﹤0.01%
158,232
+80,306
2863
$2.49M ﹤0.01%
66,041
+21,976
2864
$2.49M ﹤0.01%
77,427
+55,413
2865
$2.49M ﹤0.01%
181,834
+6,856
2866
$2.49M ﹤0.01%
50,791
-255,986
2867
$2.49M ﹤0.01%
62,900
+19,925
2868
$2.49M ﹤0.01%
85,072
-55,578
2869
$2.48M ﹤0.01%
28,762
+14,555
2870
$2.47M ﹤0.01%
96,654
+8,862
2871
$2.47M ﹤0.01%
120,724
-12,434
2872
$2.47M ﹤0.01%
101,102
+7,523
2873
$2.46M ﹤0.01%
54,622
-63,465
2874
$2.46M ﹤0.01%
126,836
+11,495
2875
$2.46M ﹤0.01%
72,889
+26,277