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
3826
$444K ﹤0.01%
51,036
+48,579
3827
$444K ﹤0.01%
9,061
-1,052
3828
$442K ﹤0.01%
82,550
-49,714
3829
$442K ﹤0.01%
3,837
+269
3830
$438K ﹤0.01%
22,185
-23,785
3831
$437K ﹤0.01%
31,801
-6,374
3832
$437K ﹤0.01%
22,109
-147,647
3833
$437K ﹤0.01%
54,130
-26,473
3834
$437K ﹤0.01%
8,392
-6,586
3835
$436K ﹤0.01%
102,419
+51,363
3836
$435K ﹤0.01%
2,385
+1,711
3837
$434K ﹤0.01%
28,089
+12,563
3838
$434K ﹤0.01%
31,094
-8,406
3839
$432K ﹤0.01%
18,798
+8,270
3840
$432K ﹤0.01%
35,459
+6,516
3841
$430K ﹤0.01%
31,317
+13,449
3842
$430K ﹤0.01%
28,801
-842
3843
$430K ﹤0.01%
14,525
-9,469
3844
$430K ﹤0.01%
2,633
+1,029
3845
$427K ﹤0.01%
8,462
+106
3846
$425K ﹤0.01%
17,281
-11,740
3847
$424K ﹤0.01%
32,115
+20,755
3848
$423K ﹤0.01%
37,229
+3,863
3849
$423K ﹤0.01%
+14,244
3850
$423K ﹤0.01%
14,324
-518