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
4001
$319K ﹤0.01%
12,035
+9,053
4002
$317K ﹤0.01%
105,540
-815,402
4003
$316K ﹤0.01%
80,111
+26,380
4004
$316K ﹤0.01%
26,059
+8,320
4005
$314K ﹤0.01%
9,395
+4,686
4006
$312K ﹤0.01%
102,792
+81,674
4007
$312K ﹤0.01%
14,337
-18,248
4008
$310K ﹤0.01%
9,755
4009
$308K ﹤0.01%
34,633
+10,357
4010
$308K ﹤0.01%
6,848
+1,060
4011
$308K ﹤0.01%
27,265
+16,635
4012
$307K ﹤0.01%
13,425
-1,638
4013
$307K ﹤0.01%
58,631
-2,936
4014
$307K ﹤0.01%
15,215
+8,277
4015
$307K ﹤0.01%
23,881
+7,788
4016
$305K ﹤0.01%
+51,404
4017
$304K ﹤0.01%
33,634
-10,399
4018
$304K ﹤0.01%
13,074
-43,138
4019
$304K ﹤0.01%
23,014
+13,320
4020
$303K ﹤0.01%
4,012
+589
4021
$302K ﹤0.01%
10,008
+3,235
4022
$301K ﹤0.01%
13,374
-4,121
4023
$301K ﹤0.01%
+7,020
4024
$300K ﹤0.01%
85,778
+35,694
4025
$300K ﹤0.01%
6,118
+3,406