We are live on ! Find out more
JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
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 +$4.76B
2 +$4.21B
3 +$3.81B
4
AAPL icon
Apple
AAPL
+$3.39B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.1B

Top Sells

1 +$2.48B
2 +$2.45B
3 +$1.73B
4
ADBE icon
Adobe
ADBE
+$1.59B
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 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6251
-159,857
6252
-79,000
6253
-41,966
6254
-309,389
6255
-10,000
6256
0
6257
-2,152
6258
-607
6259
-30,000
6260
-26,131
6261
-125,000
6262
-339,150
6263
-25,000
6264
-99,999
6265
-200,000
6266
-99,997
6267
-25,000
6268
-16,144
6269
-250,000
6270
-2,747
6271
-71,037
6272
-23
6273
-30,552
6274
0
6275
-120