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
3226
$1.29M ﹤0.01%
20,153
-229
3227
$1.29M ﹤0.01%
25,848
+17,192
3228
$1.29M ﹤0.01%
16,351
+9,759
3229
$1.29M ﹤0.01%
70,063
-20,108
3230
$1.28M ﹤0.01%
53,941
+419
3231
$1.28M ﹤0.01%
59,114
+42,068
3232
$1.27M ﹤0.01%
8,621
-706
3233
$1.27M ﹤0.01%
34,371
-4,001
3234
$1.27M ﹤0.01%
30,316
+10,249
3235
$1.27M ﹤0.01%
104,193
+66,808
3236
$1.27M ﹤0.01%
38,498
+1,172
3237
$1.27M ﹤0.01%
40,235
-7,717
3238
$1.26M ﹤0.01%
273,807
-276,189
3239
$1.26M ﹤0.01%
28,270
-26,377
3240
$1.26M ﹤0.01%
141,472
+85,235
3241
$1.26M ﹤0.01%
200,723
+64,759
3242
$1.26M ﹤0.01%
98,225
+32,704
3243
$1.26M ﹤0.01%
23,627
+6,662
3244
$1.26M ﹤0.01%
109,564
-119,162
3245
$1.26M ﹤0.01%
11,186
-22,500
3246
$1.26M ﹤0.01%
11,640
+1,713
3247
$1.25M ﹤0.01%
127,951
+93,493
3248
$1.25M ﹤0.01%
+25,000
3249
$1.25M ﹤0.01%
65,695
+18,622
3250
$1.25M ﹤0.01%
35,339
+6,608