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
3276
$1.19M ﹤0.01%
73,891
+11,146
3277
$1.19M ﹤0.01%
18,649
-2,844
3278
$1.19M ﹤0.01%
643,683
+486,671
3279
$1.19M ﹤0.01%
285,983
+101,547
3280
$1.19M ﹤0.01%
32,794
+15,379
3281
$1.19M ﹤0.01%
33,594
-23,116
3282
$1.19M ﹤0.01%
80,879
-679
3283
$1.19M ﹤0.01%
54,528
+9,323
3284
$1.19M ﹤0.01%
101,889
3285
$1.18M ﹤0.01%
13,163
+13,145
3286
$1.18M ﹤0.01%
37,845
+16,418
3287
$1.18M ﹤0.01%
26,046
-15,535
3288
$1.18M ﹤0.01%
52,259
+9,648
3289
$1.18M ﹤0.01%
17,658
-12,406
3290
$1.18M ﹤0.01%
71,209
-33,587
3291
$1.17M ﹤0.01%
148,969
+106,880
3292
$1.17M ﹤0.01%
98,199
-95,381
3293
$1.17M ﹤0.01%
29,459
-3,615
3294
$1.17M ﹤0.01%
+22,790
3295
$1.17M ﹤0.01%
33,597
-39,812
3296
$1.16M ﹤0.01%
26,620
-14,496
3297
$1.16M ﹤0.01%
409,759
+337,871
3298
$1.16M ﹤0.01%
44,486
+30,273
3299
$1.16M ﹤0.01%
306,043
+192,113
3300
$1.16M ﹤0.01%
59,962
+54,320