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
2876
$2.45M ﹤0.01%
264,575
+212,312
2877
$2.45M ﹤0.01%
97,893
-41,614
2878
$2.45M ﹤0.01%
87,118
-86,198
2879
$2.44M ﹤0.01%
175,972
+13,162
2880
$2.43M ﹤0.01%
240,430
+97,147
2881
$2.43M ﹤0.01%
386,882
-3,530,650
2882
$2.43M ﹤0.01%
905,842
+295,198
2883
$2.43M ﹤0.01%
55,534
+4,209
2884
$2.43M ﹤0.01%
36,784
-3,975
2885
$2.42M ﹤0.01%
72,992
-247,892
2886
$2.42M ﹤0.01%
32,117
+1,995
2887
$2.42M ﹤0.01%
61,554
+61,011
2888
$2.41M ﹤0.01%
71,625
+5,386
2889
$2.41M ﹤0.01%
138,047
-12,774
2890
$2.41M ﹤0.01%
738,694
+736,871
2891
$2.4M ﹤0.01%
246,233
+54,284
2892
$2.4M ﹤0.01%
153,060
+4,220
2893
$2.4M ﹤0.01%
79,977
-91,626
2894
$2.4M ﹤0.01%
88,656
+84,388
2895
$2.38M ﹤0.01%
60,729
-27,302
2896
$2.37M ﹤0.01%
82,012
-32,154
2897
$2.36M ﹤0.01%
54,504
-23,095
2898
$2.35M ﹤0.01%
26,959
+1,869
2899
$2.33M ﹤0.01%
14,897
+3,320
2900
$2.33M ﹤0.01%
27,089
+1,918