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
2926
$2.2M ﹤0.01%
14,316
-2,584
2927
$2.2M ﹤0.01%
562,615
+201,858
2928
$2.2M ﹤0.01%
104,810
-931
2929
$2.2M ﹤0.01%
93,263
+3,190
2930
$2.19M ﹤0.01%
81,787
+62,871
2931
$2.19M ﹤0.01%
55,850
+15,020
2932
$2.19M ﹤0.01%
158,936
+9,712
2933
$2.19M ﹤0.01%
220,539
+79,720
2934
$2.19M ﹤0.01%
304,382
+126,911
2935
$2.19M ﹤0.01%
154,744
-32,127
2936
$2.18M ﹤0.01%
36,573
-2,678
2937
$2.18M ﹤0.01%
358,449
-25,995
2938
$2.18M ﹤0.01%
44,196
-5,472
2939
$2.17M ﹤0.01%
1,275,461
-110,611
2940
$2.17M ﹤0.01%
43,195
+4,149
2941
$2.17M ﹤0.01%
629,791
-45,077
2942
$2.17M ﹤0.01%
10,988
+714
2943
$2.16M ﹤0.01%
61,190
+60,834
2944
$2.16M ﹤0.01%
236,258
+162,734
2945
$2.16M ﹤0.01%
35,118
+24,601
2946
$2.16M ﹤0.01%
27,504
+18,885
2947
$2.15M ﹤0.01%
706,050
+588,580
2948
$2.15M ﹤0.01%
23,395
-26,958
2949
$2.15M ﹤0.01%
370,965
-828,350
2950
$2.15M ﹤0.01%
62,980
+47,196