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
4076
$275K ﹤0.01%
48,742
-17,398
4077
$275K ﹤0.01%
6,478
+2,696
4078
$275K ﹤0.01%
24,997
-3
4079
$274K ﹤0.01%
19,478
-2,404
4080
$274K ﹤0.01%
3,605
+2,871
4081
$273K ﹤0.01%
35,235
-26,373
4082
$273K ﹤0.01%
1,991
4083
$272K ﹤0.01%
8,460
+2,911
4084
$272K ﹤0.01%
+7,162
4085
$272K ﹤0.01%
7,156
-3,258
4086
$272K ﹤0.01%
32,375
+5,932
4087
$271K ﹤0.01%
13,247
+7,362
4088
$271K ﹤0.01%
103,957
-61,994
4089
$271K ﹤0.01%
11,133
-3,221
4090
$270K ﹤0.01%
4,316
-317
4091
$270K ﹤0.01%
8,752
-10,261
4092
$269K ﹤0.01%
25,079
+2,971
4093
$269K ﹤0.01%
93,741
+57,257
4094
$268K ﹤0.01%
22,810
+354
4095
$268K ﹤0.01%
11,080
+2,597
4096
$268K ﹤0.01%
25,000
-949,986
4097
$267K ﹤0.01%
54,417
+22,645
4098
$265K ﹤0.01%
17,666
-6,278
4099
$265K ﹤0.01%
17,464
+6,726
4100
$264K ﹤0.01%
45,414
-31,523