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
1976
$11.7M ﹤0.01%
719,005
+69,128
1977
$11.6M ﹤0.01%
531,665
+248,909
1978
$11.6M ﹤0.01%
265,952
+203,439
1979
$11.6M ﹤0.01%
175,069
+14,006
1980
$11.5M ﹤0.01%
346,183
+101,906
1981
$11.5M ﹤0.01%
134,756
+6,257
1982
$11.5M ﹤0.01%
591,441
-3,318
1983
$11.5M ﹤0.01%
313,715
+35,919
1984
$11.4M ﹤0.01%
154,388
+28,523
1985
$11.4M ﹤0.01%
169,041
+7,905
1986
$11.4M ﹤0.01%
43,997
+3,876
1987
$11.4M ﹤0.01%
82,748
-587
1988
$11.3M ﹤0.01%
366,653
+146,734
1989
$11.3M ﹤0.01%
304,044
-59,985
1990
$11.3M ﹤0.01%
54,431
-3,633
1991
$11.3M ﹤0.01%
401,708
+44,889
1992
$11.2M ﹤0.01%
200,000
1993
$11.2M ﹤0.01%
181,250
-24,060
1994
$11.2M ﹤0.01%
1,010,914
+44,800
1995
$11.2M ﹤0.01%
441,731
-118,192
1996
$11.2M ﹤0.01%
425,305
+3,516
1997
$11.1M ﹤0.01%
212,674
+36,946
1998
$11.1M ﹤0.01%
231,935
+95,087
1999
$11.1M ﹤0.01%
1,105,487
-85,147
2000
$11M ﹤0.01%
381,456
+51,789