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
3326
$1.11M ﹤0.01%
30,841
-22,729
3327
$1.11M ﹤0.01%
148,096
+104,994
3328
$1.11M ﹤0.01%
317,277
-27,882
3329
$1.11M ﹤0.01%
59,234
+29,112
3330
$1.11M ﹤0.01%
52,343
+24,222
3331
$1.1M ﹤0.01%
24,773
+753
3332
$1.1M ﹤0.01%
21,509
+3,009
3333
$1.1M ﹤0.01%
836,535
+235,390
3334
$1.1M ﹤0.01%
98,765
+47,483
3335
$1.09M ﹤0.01%
78,461
+49,898
3336
$1.09M ﹤0.01%
122,003
+35,056
3337
$1.09M ﹤0.01%
31,558
+13,141
3338
$1.09M ﹤0.01%
21,278
+4,596
3339
$1.09M ﹤0.01%
26,808
-1,781
3340
$1.09M ﹤0.01%
30,352
3341
$1.09M ﹤0.01%
39,401
-13,231
3342
$1.09M ﹤0.01%
94,023
+79,324
3343
$1.08M ﹤0.01%
260,082
+116,146
3344
$1.08M ﹤0.01%
9,429
-41
3345
$1.08M ﹤0.01%
225,867
-102,699
3346
$1.08M ﹤0.01%
+79,019
3347
$1.08M ﹤0.01%
27,214
+7,954
3348
$1.08M ﹤0.01%
96,079
-156,231
3349
$1.07M ﹤0.01%
291,821
-894,823
3350
$1.07M ﹤0.01%
90,560
+63,768