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
2226
$7.58M ﹤0.01%
753,090
+13,875
2227
$7.56M ﹤0.01%
196,686
+104,220
2228
$7.53M ﹤0.01%
137,648
+17,662
2229
$7.52M ﹤0.01%
181,275
+30,840
2230
$7.49M ﹤0.01%
129,265
+47,221
2231
$7.49M ﹤0.01%
260,140
-15,273
2232
$7.47M ﹤0.01%
62,911
+17,033
2233
$7.43M ﹤0.01%
295,980
-24,792
2234
$7.42M ﹤0.01%
263,735
-146,251
2235
$7.42M ﹤0.01%
155,438
+155,108
2236
$7.41M ﹤0.01%
148,744
2237
$7.4M ﹤0.01%
430,642
-62,332
2238
$7.38M ﹤0.01%
298,091
-60,387
2239
$7.38M ﹤0.01%
+313,913
2240
$7.37M ﹤0.01%
141,000
-25,000
2241
$7.35M ﹤0.01%
1,189,626
+683,120
2242
$7.32M ﹤0.01%
31,439
-1,905
2243
$7.32M ﹤0.01%
262,770
+56,589
2244
$7.3M ﹤0.01%
904,326
+847,043
2245
$7.3M ﹤0.01%
969,164
-121,685
2246
$7.28M ﹤0.01%
981,521
-69,486
2247
$7.27M ﹤0.01%
46,584
+5,265
2248
$7.25M ﹤0.01%
304,302
+61,322
2249
$7.24M ﹤0.01%
248,819
-6,923
2250
$7.24M ﹤0.01%
660,400
+211,884