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
3176
$1.44M ﹤0.01%
27,978
-1,423
3177
$1.44M ﹤0.01%
58,837
+21,663
3178
$1.44M ﹤0.01%
42,839
-80,065
3179
$1.44M ﹤0.01%
40,781
-19,566
3180
$1.43M ﹤0.01%
287,743
+142,836
3181
$1.43M ﹤0.01%
65,001
-2,750
3182
$1.43M ﹤0.01%
80,654
+4,165
3183
$1.43M ﹤0.01%
25,550
+4,585
3184
$1.42M ﹤0.01%
109,850
+89,551
3185
$1.42M ﹤0.01%
53,713
+9,486
3186
$1.42M ﹤0.01%
54,582
+4,908
3187
$1.41M ﹤0.01%
152,344
-257,759
3188
$1.41M ﹤0.01%
66,749
+9,834
3189
$1.4M ﹤0.01%
45,140
+2,692
3190
$1.4M ﹤0.01%
92,650
+34,813
3191
$1.4M ﹤0.01%
536,423
-3,916
3192
$1.4M ﹤0.01%
256,846
-216,842
3193
$1.4M ﹤0.01%
125,836
+21,391
3194
$1.4M ﹤0.01%
40,322
-10,977
3195
$1.4M ﹤0.01%
27,605
+27,602
3196
$1.39M ﹤0.01%
74
3197
$1.38M ﹤0.01%
125,736
-155,989
3198
$1.38M ﹤0.01%
413,176
-584,032
3199
$1.37M ﹤0.01%
67,484
+52,526
3200
$1.37M ﹤0.01%
31,237
+12,524