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
3701
$564K ﹤0.01%
46,367
+18,870
3702
$564K ﹤0.01%
202,727
+42,774
3703
$564K ﹤0.01%
91,339
-29,136
3704
$563K ﹤0.01%
34,600
-6,774
3705
$562K ﹤0.01%
29,460
-101,826
3706
$558K ﹤0.01%
9,902
+5,532
3707
$554K ﹤0.01%
106,506
+49,697
3708
$553K ﹤0.01%
3,552
+1,343
3709
$553K ﹤0.01%
15,163
-2,833
3710
$551K ﹤0.01%
14,837
+4,145
3711
$543K ﹤0.01%
30,144
+12,353
3712
$543K ﹤0.01%
227,079
-208,587
3713
$542K ﹤0.01%
205,315
+66,133
3714
$540K ﹤0.01%
3,214
-78
3715
$538K ﹤0.01%
30,521
-6,070
3716
$535K ﹤0.01%
33,934
+13,826
3717
$535K ﹤0.01%
58,794
+3,005
3718
$535K ﹤0.01%
29,007
+10,455
3719
$534K ﹤0.01%
317,585
+137,334
3720
$533K ﹤0.01%
27,998
+10,371
3721
$532K ﹤0.01%
67,013
+33,783
3722
$531K ﹤0.01%
+58,082
3723
$531K ﹤0.01%
29,158
+21,801
3724
$530K ﹤0.01%
19,404
+5,470
3725
$530K ﹤0.01%
27,080
+15,455