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
2976
$2.07M ﹤0.01%
41,179
+22,577
2977
$2.07M ﹤0.01%
48,628
+9,697
2978
$2.07M ﹤0.01%
32,429
-7,446
2979
$2.06M ﹤0.01%
109,445
-117,648
2980
$2.05M ﹤0.01%
56,301
+26,343
2981
$2.05M ﹤0.01%
119,142
+90,969
2982
$2.05M ﹤0.01%
96,544
-1,440
2983
$2.05M ﹤0.01%
89,462
+22,135
2984
$2.04M ﹤0.01%
246,515
-26,752
2985
$2.04M ﹤0.01%
31,743
-154,027
2986
$2.04M ﹤0.01%
199,339
-52,283
2987
$2.03M ﹤0.01%
46,365
-12,573
2988
$2.03M ﹤0.01%
71,365
-29,636
2989
$2.03M ﹤0.01%
+40,000
2990
$2.03M ﹤0.01%
87,159
+20,956
2991
$2.02M ﹤0.01%
836,508
+282,284
2992
$2.02M ﹤0.01%
55,927
-40,572
2993
$2.02M ﹤0.01%
84,904
+3,147
2994
$2.02M ﹤0.01%
43,648
+8,553
2995
$2.02M ﹤0.01%
18,403
-2,301
2996
$2.01M ﹤0.01%
54,887
+16,073
2997
$2.01M ﹤0.01%
354,662
+242,517
2998
$2.01M ﹤0.01%
82,028
+39,334
2999
$2.01M ﹤0.01%
137,765
+2,756
3000
$2.01M ﹤0.01%
78,700
+4,096