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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.22B
2 +$2.05B
3 +$1.78B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.63B
5
XOM icon
Exxon Mobil
XOM
+$1.6B

Top Sells

1 +$3.92B
2 +$1.35B
3 +$1.22B
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.13B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03B

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$733K ﹤0.01%
+49,502
3602
$732K ﹤0.01%
51,049
-89,703
3603
$729K ﹤0.01%
5,557
+1,795
3604
$728K ﹤0.01%
+73,510
3605
$727K ﹤0.01%
23,439
-9,550
3606
$727K ﹤0.01%
183,732
-89,132
3607
$726K ﹤0.01%
8,606
+1,847
3608
$725K ﹤0.01%
54,696
-3,094
3609
$724K ﹤0.01%
48,744
+32,276
3610
$723K ﹤0.01%
260,472
+62,877
3611
$722K ﹤0.01%
60,612
+60,450
3612
$718K ﹤0.01%
21,851
+11,806
3613
$714K ﹤0.01%
81,867
+19,280
3614
$711K ﹤0.01%
20,227
-4,773
3615
$711K ﹤0.01%
19,491
-3,408
3616
$708K ﹤0.01%
2,596
+175
3617
$706K ﹤0.01%
151,055
-795,622
3618
$706K ﹤0.01%
81,172
-16,013
3619
$704K ﹤0.01%
271,931
-91,454
3620
$702K ﹤0.01%
8,044
-35,922
3621
$702K ﹤0.01%
22,023
-1,828
3622
$702K ﹤0.01%
35,119
-17,442
3623
$700K ﹤0.01%
7,632
+641
3624
$700K ﹤0.01%
38,511
+9,252
3625
$700K ﹤0.01%
45,281
-16,686