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
4426
$123K ﹤0.01%
39,889
-56,825
4427
$123K ﹤0.01%
1,860
+1,721
4428
$123K ﹤0.01%
3,130
+425
4429
$122K ﹤0.01%
6,200
+2,599
4430
$122K ﹤0.01%
6,337
-16,983
4431
$122K ﹤0.01%
31,792
+1,391
4432
$122K ﹤0.01%
+2,637
4433
$121K ﹤0.01%
1,710
-1,112
4434
$121K ﹤0.01%
59,403
-60,076
4435
$121K ﹤0.01%
5,165
+5,003
4436
$121K ﹤0.01%
3,358
+1,473
4437
$121K ﹤0.01%
6,939
+65
4438
$121K ﹤0.01%
11,144
-23,762
4439
$120K ﹤0.01%
3,272
+172
4440
$120K ﹤0.01%
1,038
-4,205
4441
$120K ﹤0.01%
+24,208
4442
$120K ﹤0.01%
20,040
-15
4443
$120K ﹤0.01%
67,078
-24,355
4444
$119K ﹤0.01%
7,920
-4,785
4445
$119K ﹤0.01%
8,413
-5,741
4446
$119K ﹤0.01%
3,469
-5,013
4447
$119K ﹤0.01%
11,516
-7,340
4448
$119K ﹤0.01%
2,521
-155
4449
$118K ﹤0.01%
16,418
-842,095
4450
$118K ﹤0.01%
23,899
-21,556