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
3026
$1.88M ﹤0.01%
58,949
+27,749
3027
$1.88M ﹤0.01%
119,439
-66,331
3028
$1.88M ﹤0.01%
1,294,704
-48,572
3029
$1.87M ﹤0.01%
268,804
-17,939
3030
$1.87M ﹤0.01%
41,829
+7,742
3031
$1.86M ﹤0.01%
24,222
-844
3032
$1.86M ﹤0.01%
62,758
+26,406
3033
$1.86M ﹤0.01%
+344,033
3034
$1.85M ﹤0.01%
21,836
+9,356
3035
$1.85M ﹤0.01%
245,101
+10,135
3036
$1.85M ﹤0.01%
56,994
+45,967
3037
$1.85M ﹤0.01%
+47,255
3038
$1.84M ﹤0.01%
429,929
+11,121
3039
$1.84M ﹤0.01%
21,965
-5,436
3040
$1.84M ﹤0.01%
86,731
-58,596
3041
$1.83M ﹤0.01%
35,035
+4,549
3042
$1.83M ﹤0.01%
83,067
-2,739
3043
$1.82M ﹤0.01%
250,962
+250,818
3044
$1.82M ﹤0.01%
88,786
+38,288
3045
$1.81M ﹤0.01%
120,287
+77,298
3046
$1.81M ﹤0.01%
25,711
-15,825
3047
$1.81M ﹤0.01%
707,145
-89,439
3048
$1.81M ﹤0.01%
5,535
-1,390
3049
$1.81M ﹤0.01%
34,836
-3,438
3050
$1.8M ﹤0.01%
165,768
+103,427