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
4101
$264K ﹤0.01%
343,772
+66,334
4102
$264K ﹤0.01%
18,758
-15,167
4103
$263K ﹤0.01%
187,822
+140,789
4104
$263K ﹤0.01%
27,879
+5,147
4105
$261K ﹤0.01%
13,356
+540
4106
$261K ﹤0.01%
10,286
+256
4107
$260K ﹤0.01%
29,582
+9,440
4108
$259K ﹤0.01%
22,885
-5,691
4109
$259K ﹤0.01%
5,418
-18,498
4110
$259K ﹤0.01%
28,412
+13,786
4111
$258K ﹤0.01%
39,704
-81,414
4112
$258K ﹤0.01%
63,754
-46,747
4113
$257K ﹤0.01%
+5,078
4114
$257K ﹤0.01%
15,878
+4,999
4115
$257K ﹤0.01%
6,620
+196
4116
$257K ﹤0.01%
6,885
+6,777
4117
$257K ﹤0.01%
10,000
-486
4118
$256K ﹤0.01%
+10,000
4119
$256K ﹤0.01%
39,435
+28,727
4120
$256K ﹤0.01%
4,771
+112
4121
$256K ﹤0.01%
61,578
+31,944
4122
$256K ﹤0.01%
8,935
4123
$256K ﹤0.01%
5,072
4124
$255K ﹤0.01%
5,353
-1,672
4125
$255K ﹤0.01%
17,779
+7,270