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
3401
$986K ﹤0.01%
20,961
+7,027
3402
$985K ﹤0.01%
156,608
-368,722
3403
$982K ﹤0.01%
221,276
-30,031
3404
$982K ﹤0.01%
18,682
-46,990
3405
$974K ﹤0.01%
122,697
+72,894
3406
$972K ﹤0.01%
9,790
+150
3407
$970K ﹤0.01%
23,918
-10,425
3408
$970K ﹤0.01%
17,692
-3,118
3409
$968K ﹤0.01%
25,263
-45,842
3410
$966K ﹤0.01%
178,281
-44,013
3411
$965K ﹤0.01%
90,566
+34,877
3412
$965K ﹤0.01%
13,246
+12,745
3413
$963K ﹤0.01%
16,430
+934
3414
$956K ﹤0.01%
26,412
-88,309
3415
$954K ﹤0.01%
111,161
-154,711
3416
$954K ﹤0.01%
31,884
-104,019
3417
$953K ﹤0.01%
48,880
+11,932
3418
$952K ﹤0.01%
232,704
-218,008
3419
$951K ﹤0.01%
60,453
-26,695
3420
$950K ﹤0.01%
17,325
+7,664
3421
$945K ﹤0.01%
2,614
+844
3422
$944K ﹤0.01%
36,298
-2,049
3423
$941K ﹤0.01%
199,796
+12,267
3424
$941K ﹤0.01%
5,765
+4,082
3425
$938K ﹤0.01%
54,049
-33,473