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
4401
$132K ﹤0.01%
26,860
+8,745
4402
$132K ﹤0.01%
14,472
-199,492
4403
$131K ﹤0.01%
27,055
+12,216
4404
$130K ﹤0.01%
3,162
-2,369
4405
$130K ﹤0.01%
10,559
+5,647
4406
$130K ﹤0.01%
4,402
-1,389
4407
$129K ﹤0.01%
63,695
-41,496
4408
$129K ﹤0.01%
4,590
-3,046
4409
$129K ﹤0.01%
15,881
-9,982
4410
$128K ﹤0.01%
12,004
-6,591
4411
$128K ﹤0.01%
16,500
4412
$128K ﹤0.01%
+3,924
4413
$128K ﹤0.01%
6,599
+986
4414
$128K ﹤0.01%
15,661
+7,831
4415
$127K ﹤0.01%
6,852
-92,896
4416
$127K ﹤0.01%
2,069
-6,567
4417
$127K ﹤0.01%
+11,962
4418
$126K ﹤0.01%
2,482
+433
4419
$126K ﹤0.01%
38,122
+19,004
4420
$126K ﹤0.01%
24,706
+475
4421
$125K ﹤0.01%
1,714
-105
4422
$125K ﹤0.01%
2,657
-526
4423
$124K ﹤0.01%
25,832
-102,291
4424
$124K ﹤0.01%
6,362
+6,087
4425
$123K ﹤0.01%
25,285
+14,023