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
1926
$12.7M ﹤0.01%
1,052,783
-23,912
1927
$12.6M ﹤0.01%
622,890
-14,658
1928
$12.6M ﹤0.01%
129,931
+21,441
1929
$12.5M ﹤0.01%
87,857
-116,170
1930
$12.5M ﹤0.01%
576,287
+123,772
1931
$12.5M ﹤0.01%
951,224
-333,505
1932
$12.5M ﹤0.01%
4,824,258
+541,625
1933
$12.5M ﹤0.01%
177,156
+46,665
1934
$12.5M ﹤0.01%
199,282
+35,925
1935
$12.4M ﹤0.01%
133,138
+109,399
1936
$12.4M ﹤0.01%
286,063
+54,494
1937
$12.4M ﹤0.01%
738,449
+12,497
1938
$12.4M ﹤0.01%
501,230
+27,392
1939
$12.4M ﹤0.01%
322,647
+252,269
1940
$12.3M ﹤0.01%
137,326
+1,710
1941
$12.3M ﹤0.01%
511,362
+14,266
1942
$12.3M ﹤0.01%
91,754
-33,572
1943
$12.3M ﹤0.01%
68,499
-19,546
1944
$12.3M ﹤0.01%
339,427
-178,590
1945
$12.3M ﹤0.01%
2,500,061
-195,910
1946
$12.3M ﹤0.01%
652,537
-211,926
1947
$12.3M ﹤0.01%
540,694
+263,915
1948
$12.3M ﹤0.01%
746,804
+3,893
1949
$12.2M ﹤0.01%
224,952
+30,093
1950
$12.2M ﹤0.01%
342,815
+340,305