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
2101
$9.36M ﹤0.01%
247,413
+42,888
2102
$9.35M ﹤0.01%
529,571
-5,531
2103
$9.34M ﹤0.01%
166,295
+4,694
2104
$9.33M ﹤0.01%
1,061,393
+801,855
2105
$9.32M ﹤0.01%
719,220
+180,676
2106
$9.29M ﹤0.01%
144,829
+7,032
2107
$9.27M ﹤0.01%
226,188
-53,975
2108
$9.27M ﹤0.01%
434,396
-38,596
2109
$9.24M ﹤0.01%
36,468
-9,083
2110
$9.19M ﹤0.01%
138,540
-23,843
2111
$9.17M ﹤0.01%
85,684
+17,823
2112
$9.17M ﹤0.01%
109,410
-72,057
2113
$9.15M ﹤0.01%
253,288
-167,742
2114
$9.14M ﹤0.01%
250,779
-11,562
2115
$9.09M ﹤0.01%
310,920
+79,829
2116
$9.06M ﹤0.01%
328,342
+215,442
2117
$9.03M ﹤0.01%
250,578
+73,190
2118
$9.01M ﹤0.01%
235,105
+17,658
2119
$8.99M ﹤0.01%
391,288
-577,252
2120
$8.97M ﹤0.01%
88,725
+37,029
2121
$8.94M ﹤0.01%
96,982
-83,769
2122
$8.93M ﹤0.01%
170,000
-1,830,000
2123
$8.91M ﹤0.01%
187,400
2124
$8.85M ﹤0.01%
102,457
+7,551
2125
$8.85M ﹤0.01%
478,931
-3,922