JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
1876
$13.9M ﹤0.01%
415,574
+84,762
1877
$13.9M ﹤0.01%
212,207
+63,238
1878
$13.9M ﹤0.01%
220,767
+24,457
1879
$13.9M ﹤0.01%
866,555
+551,330
1880
$13.9M ﹤0.01%
146,135
+7,695
1881
$13.9M ﹤0.01%
345,869
-135,646
1882
$13.9M ﹤0.01%
153,147
+14,240
1883
$13.9M ﹤0.01%
819,971
+811,677
1884
$13.8M ﹤0.01%
316,543
-46,003
1885
$13.8M ﹤0.01%
130,649
-26,452
1886
$13.7M ﹤0.01%
559,383
-5,376
1887
$13.7M ﹤0.01%
218,595
+48,064
1888
$13.6M ﹤0.01%
177,581
-12,797
1889
$13.6M ﹤0.01%
308,548
-64,471
1890
$13.6M ﹤0.01%
360,531
-381,164
1891
$13.6M ﹤0.01%
225,132
+11,196
1892
$13.5M ﹤0.01%
81,289
+3,477
1893
$13.5M ﹤0.01%
1,329,022
+831,328
1894
$13.5M ﹤0.01%
293,216
+27,497
1895
$13.4M ﹤0.01%
237,482
+123,021
1896
$13.4M ﹤0.01%
115,058
+28,416
1897
$13.4M ﹤0.01%
172,847
+28,038
1898
$13.4M ﹤0.01%
1,175,452
-837,749
1899
$13.4M ﹤0.01%
159,701
-8,231
1900
$13.4M ﹤0.01%
325,796
+87,471