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
2201
$7.88M ﹤0.01%
52,287
+13,746
2202
$7.87M ﹤0.01%
56,302
-9,844
2203
$7.87M ﹤0.01%
896,080
+16,501
2204
$7.86M ﹤0.01%
25,305
-10,393
2205
$7.85M ﹤0.01%
289,531
-92,963
2206
$7.83M ﹤0.01%
123,589
+22,017
2207
$7.81M ﹤0.01%
200,000
2208
$7.81M ﹤0.01%
319,057
-61,067
2209
$7.79M ﹤0.01%
136,183
-3,821
2210
$7.78M ﹤0.01%
230,639
-50,464
2211
$7.77M ﹤0.01%
446,315
+75,916
2212
$7.76M ﹤0.01%
305,613
+85,125
2213
$7.75M ﹤0.01%
198,234
+46,174
2214
$7.73M ﹤0.01%
172,078
-28,080
2215
$7.71M ﹤0.01%
500,528
+94,688
2216
$7.71M ﹤0.01%
1,435,746
+13,534
2217
$7.68M ﹤0.01%
345,249
+189,222
2218
$7.68M ﹤0.01%
99,897
-1,123
2219
$7.66M ﹤0.01%
295,199
-795
2220
$7.66M ﹤0.01%
625,426
-961,651
2221
$7.62M ﹤0.01%
107,356
-9,076
2222
$7.62M ﹤0.01%
198,188
+107,408
2223
$7.6M ﹤0.01%
16,123
+8,083
2224
$7.59M ﹤0.01%
476,420
+39,812
2225
$7.59M ﹤0.01%
374,372
-91,265