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
4076
$270K ﹤0.01%
19,320
-21,769
4077
$270K ﹤0.01%
12,571
-6,513
4078
$269K ﹤0.01%
1,437
-3,354
4079
$269K ﹤0.01%
48,852
-40,064
4080
$268K ﹤0.01%
21,634
+2,678
4081
$268K ﹤0.01%
11,354
+95
4082
$268K ﹤0.01%
27,858
-9,980
4083
$268K ﹤0.01%
18,927
+2,953
4084
$267K ﹤0.01%
3,414
+3,374
4085
$266K ﹤0.01%
10,917
-14,076
4086
$266K ﹤0.01%
6,604
-19,093
4087
$264K ﹤0.01%
29,963
-34,564
4088
$264K ﹤0.01%
6,660
-24,210
4089
$263K ﹤0.01%
1,950
+387
4090
$263K ﹤0.01%
27,166
+5,156
4091
$263K ﹤0.01%
5,983
+100
4092
$263K ﹤0.01%
14,601
+6,164
4093
$263K ﹤0.01%
15,538
+15,321
4094
$263K ﹤0.01%
59,049
+5,804
4095
$263K ﹤0.01%
14,457
+674
4096
$261K ﹤0.01%
10,797
-12,223
4097
$261K ﹤0.01%
192,225
+45,452
4098
$260K ﹤0.01%
9,240
-4,288
4099
$260K ﹤0.01%
220,238
-10,318
4100
$259K ﹤0.01%
+4,088