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
3526
$776K ﹤0.01%
17,783
3527
$776K ﹤0.01%
10,005
-1,129
3528
$775K ﹤0.01%
44,561
-7
3529
$772K ﹤0.01%
11,378
-754
3530
$765K ﹤0.01%
99,345
+22,989
3531
$764K ﹤0.01%
12,273
-3,756
3532
$762K ﹤0.01%
284,206
+162,143
3533
$759K ﹤0.01%
40,226
-39,662
3534
$758K ﹤0.01%
42,818
-3,220
3535
$757K ﹤0.01%
38,305
-83,527
3536
$753K ﹤0.01%
27,405
-2,737
3537
$752K ﹤0.01%
27,077
-2,177
3538
$751K ﹤0.01%
68,664
+68,429
3539
$748K ﹤0.01%
81,941
+70,934
3540
$748K ﹤0.01%
15,618
+15,536
3541
$746K ﹤0.01%
48,431
+19,908
3542
$745K ﹤0.01%
75,569
-5,027
3543
$743K ﹤0.01%
37,230
-24,148
3544
$740K ﹤0.01%
45,157
-78,027
3545
$740K ﹤0.01%
+12,998
3546
$739K ﹤0.01%
23,138
+20,736
3547
$739K ﹤0.01%
118,969
+50,003
3548
$738K ﹤0.01%
51,988
-2,222
3549
$737K ﹤0.01%
12,555
+328
3550
$735K ﹤0.01%
16,810
+7,092