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
3626
$635K ﹤0.01%
37,523
-203,338
3627
$633K ﹤0.01%
55,267
+8,201
3628
$631K ﹤0.01%
26,380
-79,760
3629
$630K ﹤0.01%
69,226
+1,201
3630
$628K ﹤0.01%
9,301
-620
3631
$628K ﹤0.01%
38,011
+22,117
3632
$628K ﹤0.01%
34,270
-74,368
3633
$623K ﹤0.01%
17,961
+5,274
3634
$623K ﹤0.01%
37,138
+14,855
3635
$619K ﹤0.01%
10,383
-143,699
3636
$619K ﹤0.01%
13,040
+7,826
3637
$618K ﹤0.01%
+91,083
3638
$618K ﹤0.01%
26,595
-1,250
3639
$617K ﹤0.01%
66,898
-8,476
3640
$616K ﹤0.01%
20,030
-38,672
3641
$615K ﹤0.01%
137,934
+125,691
3642
$614K ﹤0.01%
9,557
-771
3643
$613K ﹤0.01%
21,015
-509
3644
$613K ﹤0.01%
32,495
+31,904
3645
$612K ﹤0.01%
24,106
-54,070
3646
$612K ﹤0.01%
8,666
-4
3647
$611K ﹤0.01%
13,241
+4,816
3648
$610K ﹤0.01%
2,629
-14,084
3649
$608K ﹤0.01%
10,327
-1,265
3650
$607K ﹤0.01%
55,520
-188,949