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
2251
$7.23M ﹤0.01%
626,506
+114,501
2252
$7.22M ﹤0.01%
557,411
+35,571
2253
$7.21M ﹤0.01%
273,768
+22,809
2254
$7.2M ﹤0.01%
225,543
-131,373
2255
$7.2M ﹤0.01%
559,001
+48,729
2256
$7.18M ﹤0.01%
1,069,118
+519,378
2257
$7.18M ﹤0.01%
512,208
+478,701
2258
$7.16M ﹤0.01%
111,603
-78,131
2259
$7.15M ﹤0.01%
75,872
+3,634
2260
$7.14M ﹤0.01%
126,890
-10,196
2261
$7.13M ﹤0.01%
347,950
+63,212
2262
$7.07M ﹤0.01%
36,241
-1,033
2263
$7.06M ﹤0.01%
80,503
+60,147
2264
$7.04M ﹤0.01%
216,597
+60,800
2265
$7.03M ﹤0.01%
250,453
-30,361
2266
$7.03M ﹤0.01%
1,052,275
-841,504
2267
$7.01M ﹤0.01%
258,871
+19,510
2268
$6.96M ﹤0.01%
585,582
-937,880
2269
$6.94M ﹤0.01%
362,326
-42,965
2270
$6.91M ﹤0.01%
207,647
-123,100
2271
$6.91M ﹤0.01%
432,568
-400,010
2272
$6.89M ﹤0.01%
105,988
-2,206
2273
$6.88M ﹤0.01%
959,648
+930,063
2274
$6.87M ﹤0.01%
237,440
-173,606
2275
$6.87M ﹤0.01%
276,817
+69,412