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
3201
$1.37M ﹤0.01%
110,115
+28,708
3202
$1.37M ﹤0.01%
269,076
-278,461
3203
$1.37M ﹤0.01%
379,310
-26,750
3204
$1.37M ﹤0.01%
206,881
+20,513
3205
$1.36M ﹤0.01%
60,662
+55,728
3206
$1.36M ﹤0.01%
18,672
-5,889
3207
$1.36M ﹤0.01%
45,636
-12,038
3208
$1.36M ﹤0.01%
280,617
-222,915
3209
$1.35M ﹤0.01%
19,116
-19,043
3210
$1.35M ﹤0.01%
246,431
-809,404
3211
$1.35M ﹤0.01%
29,081
-12,947
3212
$1.35M ﹤0.01%
702,244
+543,794
3213
$1.34M ﹤0.01%
59,457
+15,596
3214
$1.34M ﹤0.01%
103,665
-27,378
3215
$1.33M ﹤0.01%
10,382
+478
3216
$1.33M ﹤0.01%
142,671
-78,118
3217
$1.32M ﹤0.01%
23,789
+14,319
3218
$1.32M ﹤0.01%
130,651
+39,770
3219
$1.32M ﹤0.01%
28,375
-838
3220
$1.31M ﹤0.01%
229,791
+12,520
3221
$1.31M ﹤0.01%
29,266
+11,060
3222
$1.3M ﹤0.01%
9,735
-9,405
3223
$1.3M ﹤0.01%
65,000
-46,368
3224
$1.3M ﹤0.01%
60,007
+24,198
3225
$1.3M ﹤0.01%
47,911
+4,252