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
1851
$14.5M ﹤0.01%
678,145
+59,270
1852
$14.5M ﹤0.01%
335,564
+304,219
1853
$14.5M ﹤0.01%
1,115,605
-6,774,176
1854
$14.4M ﹤0.01%
387,605
+165,531
1855
$14.4M ﹤0.01%
867,892
+97,565
1856
$14.4M ﹤0.01%
175,030
+11,960
1857
$14.3M ﹤0.01%
355,823
+78,588
1858
$14.3M ﹤0.01%
471,012
+114,779
1859
$14.3M ﹤0.01%
362,660
-2,827
1860
$14.3M ﹤0.01%
1,661,816
+98,093
1861
$14.2M ﹤0.01%
496,355
-145,650
1862
$14.2M ﹤0.01%
288,048
-223,094
1863
$14.2M ﹤0.01%
171,348
-5,513
1864
$14.2M ﹤0.01%
1,294,616
+150,029
1865
$14.2M ﹤0.01%
1,019,761
-193,238
1866
$14.2M ﹤0.01%
777,139
+33,526
1867
$14.2M ﹤0.01%
252,149
-605,228
1868
$14.1M ﹤0.01%
329,496
+37,679
1869
$14.1M ﹤0.01%
1,019,434
+49,672
1870
$14.1M ﹤0.01%
104,386
-4,879
1871
$14.1M ﹤0.01%
546,341
+39,589
1872
$14.1M ﹤0.01%
300,308
-156
1873
$14M ﹤0.01%
2,904,543
-448,496
1874
$14M ﹤0.01%
748,151
+491,999
1875
$14M ﹤0.01%
1,169,965
-26,480