JP Morgan Chase & Co

JP Morgan Chase & Co 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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$5.25B
2 +$2.24B
3 +$2.17B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
AVGO icon
Broadcom
AVGO
+$1.54B

Top Sells

1 +$2.4B
2 +$2.19B
3 +$1.63B
4
ADBE icon
Adobe
ADBE
+$1.62B
5
CRM icon
Salesforce
CRM
+$1.48B

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$797M 0.07%
15,844,997
+2,673,279
252
$793M 0.07%
7,982,853
-1,327,786
253
$790M 0.06%
39,813,987
-9,709,890
254
$786M 0.06%
1,923,787
-383,324
255
$782M 0.06%
2,432,548
-284,001
256
$777M 0.06%
9,069,846
+409,420
257
$765M 0.06%
2,485,254
-269,400
258
$762M 0.06%
2,595,737
+1,532,016
259
$761M 0.06%
6,710,983
+1,014,387
260
$759M 0.06%
14,008,247
-5,356,807
261
$753M 0.06%
4,128,479
+82,994
262
$749M 0.06%
7,221,824
-359,417
263
$740M 0.06%
37,261,451
+387,821
264
$739M 0.06%
19,011,308
+2,766,301
265
$738M 0.06%
6,937,043
+425,040
266
$732M 0.06%
19,166,559
-2,640,983
267
$731M 0.06%
12,835,721
+36,640
268
$726M 0.06%
2,178,239
+32,467
269
$724M 0.06%
11,312,424
+984,142
270
$722M 0.06%
1,933,514
-856,256
271
$720M 0.06%
3,918,748
+755,383
272
$714M 0.06%
3,638,788
+553,043
273
$712M 0.06%
1,596,359
-619,930
274
$709M 0.06%
3,650,444
-760,112
275
$705M 0.06%
4,936,869
-682,706