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
1951
$12.2M ﹤0.01%
179,216
+14,966
1952
$12.2M ﹤0.01%
1,310,752
+688,166
1953
$12.1M ﹤0.01%
265,490
+27,684
1954
$12.1M ﹤0.01%
646,116
+242,152
1955
$12M ﹤0.01%
255,740
-2,523,950
1956
$12M ﹤0.01%
1,520,100
+46,931
1957
$12M ﹤0.01%
133,204
-429,546
1958
$12M ﹤0.01%
283,620
+87,568
1959
$12M ﹤0.01%
2,031,842
+71,578
1960
$12M ﹤0.01%
323,830
+143,965
1961
$12M ﹤0.01%
7,268,640
-112,222
1962
$12M ﹤0.01%
472,228
+12,033
1963
$12M ﹤0.01%
360,986
+4,733
1964
$11.9M ﹤0.01%
612,389
+111,093
1965
$11.9M ﹤0.01%
227,731
-154,399
1966
$11.8M ﹤0.01%
331,875
-59,954
1967
$11.8M ﹤0.01%
222,012
+58,597
1968
$11.8M ﹤0.01%
166,367
-2,446
1969
$11.8M ﹤0.01%
366,032
+10,045
1970
$11.8M ﹤0.01%
252,160
-25,782
1971
$11.8M ﹤0.01%
607,726
-211,942
1972
$11.7M ﹤0.01%
479,811
+115,153
1973
$11.7M ﹤0.01%
230,649
+145,279
1974
$11.7M ﹤0.01%
357,960
-728,911
1975
$11.7M ﹤0.01%
57,195
-9,686