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
4026
$298K ﹤0.01%
+12,630
4027
$297K ﹤0.01%
7,448
-750
4028
$295K ﹤0.01%
42,081
-3,438
4029
$294K ﹤0.01%
4,923
-100
4030
$294K ﹤0.01%
45,686
+7,542
4031
$293K ﹤0.01%
38,245
+23,035
4032
$293K ﹤0.01%
9,484
+1,225
4033
$293K ﹤0.01%
25,959
+5,190
4034
$292K ﹤0.01%
11,270
+4,612
4035
$291K ﹤0.01%
+13,243
4036
$291K ﹤0.01%
71,890
+37,945
4037
$291K ﹤0.01%
33,941
-10,397
4038
$291K ﹤0.01%
81,605
+41,328
4039
$290K ﹤0.01%
44,762
+43,367
4040
$290K ﹤0.01%
55,561
+99
4041
$289K ﹤0.01%
+8,676
4042
$289K ﹤0.01%
19,591
-11,811
4043
$288K ﹤0.01%
8,742
-10,622
4044
$288K ﹤0.01%
10,681
+5,035
4045
$288K ﹤0.01%
4,381
-8
4046
$288K ﹤0.01%
35,131
-173,503
4047
$287K ﹤0.01%
+38,758
4048
$287K ﹤0.01%
18,130
+7,691
4049
$286K ﹤0.01%
40,045
+39,437
4050
$285K ﹤0.01%
8,346