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
3051
$1.8M ﹤0.01%
16,414
-13,120
3052
$1.8M ﹤0.01%
64,181
-5,597
3053
$1.8M ﹤0.01%
33,251
-38,061
3054
$1.79M ﹤0.01%
80,664
-36,579
3055
$1.78M ﹤0.01%
136,855
+76,158
3056
$1.78M ﹤0.01%
244,061
-110,196
3057
$1.78M ﹤0.01%
92,413
-208,710
3058
$1.77M ﹤0.01%
35,324
+17,115
3059
$1.76M ﹤0.01%
122,069
+47,490
3060
$1.76M ﹤0.01%
218,668
+105,069
3061
$1.76M ﹤0.01%
26,944
+9,662
3062
$1.75M ﹤0.01%
38,364
-10,242
3063
$1.75M ﹤0.01%
65,577
+7,423
3064
$1.75M ﹤0.01%
60,311
-28,836
3065
$1.74M ﹤0.01%
19,177
-4,338
3066
$1.74M ﹤0.01%
38,149
+26,255
3067
$1.74M ﹤0.01%
92,384
-31,864
3068
$1.74M ﹤0.01%
25,483
+10,380
3069
$1.74M ﹤0.01%
48,748
+2,095
3070
$1.73M ﹤0.01%
35,699
+2,494
3071
$1.73M ﹤0.01%
+51,600
3072
$1.73M ﹤0.01%
125,047
+16,290
3073
$1.73M ﹤0.01%
126,680
-97,457
3074
$1.73M ﹤0.01%
356,810
+9,281
3075
$1.72M ﹤0.01%
685,308
+615,527