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
2326
$6.26M ﹤0.01%
97,701
-24,482
2327
$6.26M ﹤0.01%
43,875
-9,984
2328
$6.26M ﹤0.01%
972,824
-416,654
2329
$6.24M ﹤0.01%
380,597
-21,109
2330
$6.24M ﹤0.01%
26,165
+4,143
2331
$6.22M ﹤0.01%
50,109
-15,494
2332
$6.22M ﹤0.01%
448,630
+104,629
2333
$6.21M ﹤0.01%
334,948
-19,852
2334
$6.21M ﹤0.01%
50,865
-10,000
2335
$6.18M ﹤0.01%
345,312
-40,870
2336
$6.17M ﹤0.01%
140,454
+66,229
2337
$6.16M ﹤0.01%
345,298
-1,084,360
2338
$6.16M ﹤0.01%
165,098
+139,721
2339
$6.15M ﹤0.01%
154,170
+104,530
2340
$6.14M ﹤0.01%
147,376
2341
$6.12M ﹤0.01%
220,982
-12,246
2342
$6.12M ﹤0.01%
371,348
-81,400
2343
$6.11M ﹤0.01%
284,257
-24,329
2344
$6.11M ﹤0.01%
65,142
+960
2345
$6.1M ﹤0.01%
95,017
+39,557
2346
$6.09M ﹤0.01%
83,365
+6,198
2347
$6.09M ﹤0.01%
1,123,307
+1,119,766
2348
$6.07M ﹤0.01%
185,095
+32,666
2349
$6.06M ﹤0.01%
65,043
-11,034
2350
$6.05M ﹤0.01%
132,232
-18,049