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
4151
$239K ﹤0.01%
6,948
+6,699
4152
$238K ﹤0.01%
+201,898
4153
$238K ﹤0.01%
9,954
4154
$238K ﹤0.01%
32,910
+11,823
4155
$238K ﹤0.01%
22,467
-14,265
4156
$238K ﹤0.01%
9,567
-12,735
4157
$237K ﹤0.01%
43,939
+3,317
4158
$237K ﹤0.01%
34,499
+6,583
4159
$237K ﹤0.01%
118,291
-11,231
4160
$236K ﹤0.01%
14,306
+4,496
4161
$236K ﹤0.01%
26,997
-17,235
4162
$236K ﹤0.01%
54,634
+54,384
4163
$235K ﹤0.01%
25,735
-2,084
4164
$234K ﹤0.01%
3,724
-87
4165
$232K ﹤0.01%
15,132
+1,172
4166
$232K ﹤0.01%
5,580
-2,611
4167
$232K ﹤0.01%
3,944
+1,539
4168
$231K ﹤0.01%
+21,283
4169
$231K ﹤0.01%
42,952
-99,023
4170
$230K ﹤0.01%
43,391
+16,123
4171
$230K ﹤0.01%
63,858
+24,296
4172
$229K ﹤0.01%
14,747
+10,084
4173
$229K ﹤0.01%
124,542
-101,332
4174
$229K ﹤0.01%
14,373
+2,346
4175
$228K ﹤0.01%
10,522
+3,006