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
2176
$8.2M ﹤0.01%
286,593
-40,943
2177
$8.2M ﹤0.01%
79,619
+12,821
2178
$8.2M ﹤0.01%
20,551
+1,138
2179
$8.2M ﹤0.01%
377,467
-320,459
2180
$8.19M ﹤0.01%
309,762
-97,466
2181
$8.17M ﹤0.01%
2,023,386
-604,735
2182
$8.17M ﹤0.01%
132,284
+47,804
2183
$8.11M ﹤0.01%
109,741
-6,624
2184
$8.11M ﹤0.01%
250,788
+76,118
2185
$8.08M ﹤0.01%
499,619
+207,577
2186
$8.07M ﹤0.01%
151,456
+45,517
2187
$8.06M ﹤0.01%
216,388
-69,930
2188
$8.05M ﹤0.01%
803,049
-84,089
2189
$8.04M ﹤0.01%
90,283
-6,082
2190
$8.03M ﹤0.01%
455,191
-83,138
2191
$8.03M ﹤0.01%
363,324
+242,270
2192
$8.03M ﹤0.01%
135,559
-17,500
2193
$8M ﹤0.01%
157,637
+94,092
2194
$8M ﹤0.01%
503,586
-276,192
2195
$8M ﹤0.01%
265,658
+32,318
2196
$7.98M ﹤0.01%
659,506
+218,123
2197
$7.95M ﹤0.01%
194,382
+4,592
2198
$7.94M ﹤0.01%
1,129,024
+504,965
2199
$7.92M ﹤0.01%
245,033
-225,957
2200
$7.88M ﹤0.01%
195,789
-10,528