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
3926
$367K ﹤0.01%
4,145
-21,137
3927
$366K ﹤0.01%
40,744
+16,310
3928
$366K ﹤0.01%
31,810
+12,455
3929
$366K ﹤0.01%
53,378
-104,400
3930
$365K ﹤0.01%
8,998
-5,131
3931
$365K ﹤0.01%
7,534
+4,448
3932
$364K ﹤0.01%
158,265
-10,424
3933
$361K ﹤0.01%
41,916
+14,542
3934
$361K ﹤0.01%
1,904
+549
3935
$361K ﹤0.01%
7,820
3936
$361K ﹤0.01%
13,189
+5,671
3937
$360K ﹤0.01%
9,792
+4,444
3938
$360K ﹤0.01%
55,408
+10,970
3939
$360K ﹤0.01%
32,718
+31,138
3940
$360K ﹤0.01%
25,579
+12,603
3941
$359K ﹤0.01%
72,387
-51,918
3942
$358K ﹤0.01%
29,386
+14,260
3943
$357K ﹤0.01%
5,042
+1,989
3944
$356K ﹤0.01%
23,799
-3,447
3945
$356K ﹤0.01%
13,937
+13,931
3946
$354K ﹤0.01%
20,088
-14,244
3947
$354K ﹤0.01%
19,640
+7,609
3948
$353K ﹤0.01%
14,079
+2,104
3949
$351K ﹤0.01%
30,146
+160
3950
$350K ﹤0.01%
12,162
+4,819