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
3676
$582K ﹤0.01%
86,604
-36,590
3677
$582K ﹤0.01%
38,840
-52,946
3678
$581K ﹤0.01%
15,453
+9,814
3679
$579K ﹤0.01%
45,780
+17,198
3680
$579K ﹤0.01%
314,477
-39,542
3681
$578K ﹤0.01%
42,032
-49,268
3682
$577K ﹤0.01%
19,715
+5,290
3683
$577K ﹤0.01%
50,159
+20,073
3684
$577K ﹤0.01%
87,244
+37,907
3685
$575K ﹤0.01%
128,949
+68,164
3686
$575K ﹤0.01%
6,265
+5,300
3687
$574K ﹤0.01%
11,280
+1,738
3688
$573K ﹤0.01%
12,636
-105,475
3689
$573K ﹤0.01%
85,412
-62,184
3690
$573K ﹤0.01%
120,085
+58,608
3691
$571K ﹤0.01%
18,821
+2,870
3692
$571K ﹤0.01%
27,621
+2,956
3693
$571K ﹤0.01%
40,363
+15,467
3694
$571K ﹤0.01%
46,203
-14,558
3695
$570K ﹤0.01%
15,932
-4,029
3696
$568K ﹤0.01%
35,447
-20,273
3697
$568K ﹤0.01%
95,223
+47,185
3698
$567K ﹤0.01%
19,562
+2,073
3699
$565K ﹤0.01%
118,291
-41,923
3700
$565K ﹤0.01%
19,165
-14,407