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
3651
$607K ﹤0.01%
30,215
-77,135
3652
$607K ﹤0.01%
99,180
+70,475
3653
$607K ﹤0.01%
12,050
3654
$605K ﹤0.01%
121,025
+94,799
3655
$604K ﹤0.01%
622,831
-128,481
3656
$603K ﹤0.01%
33,024
+26,229
3657
$603K ﹤0.01%
50,654
-769
3658
$600K ﹤0.01%
35,113
-25,243
3659
$599K ﹤0.01%
19,184
+5,155
3660
$598K ﹤0.01%
124,885
-4,674
3661
$598K ﹤0.01%
15,950
+8,072
3662
$594K ﹤0.01%
86,677
-463,741
3663
$594K ﹤0.01%
15,080
+2,552
3664
$593K ﹤0.01%
17,272
+1,527
3665
$593K ﹤0.01%
250,299
+40,053
3666
$590K ﹤0.01%
13,397
-137,030
3667
$590K ﹤0.01%
9,600
-736
3668
$589K ﹤0.01%
4,372
+168
3669
$589K ﹤0.01%
19,158
-2,884
3670
$588K ﹤0.01%
139,391
-116,348
3671
$587K ﹤0.01%
167,203
-2,569
3672
$585K ﹤0.01%
56,444
-114,612
3673
$585K ﹤0.01%
70,516
+34,427
3674
$585K ﹤0.01%
+225,747
3675
$584K ﹤0.01%
31,964
+8,312