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
4276
$178K ﹤0.01%
24,810
-9,718
4277
$178K ﹤0.01%
7,449
+2,718
4278
$178K ﹤0.01%
6,632
+222
4279
$177K ﹤0.01%
568
-188
4280
$177K ﹤0.01%
6,105
+4,353
4281
$177K ﹤0.01%
17,825
+3,431
4282
$177K ﹤0.01%
5,140
-5,473
4283
$176K ﹤0.01%
+9,078
4284
$176K ﹤0.01%
3,662
+3,147
4285
$176K ﹤0.01%
3,211
+2,500
4286
$176K ﹤0.01%
7,570
-6,285
4287
$175K ﹤0.01%
58,926
+16,189
4288
$175K ﹤0.01%
39,658
-18,660
4289
$175K ﹤0.01%
13,296
-230,010
4290
$175K ﹤0.01%
20,147
-285,630
4291
$174K ﹤0.01%
17,693
-2,911
4292
$173K ﹤0.01%
+16,855
4293
$173K ﹤0.01%
6,808
-7,714
4294
$173K ﹤0.01%
13,904
-2,155
4295
$173K ﹤0.01%
24,375
+8,199
4296
$171K ﹤0.01%
+8,201
4297
$171K ﹤0.01%
76,359
+27,989
4298
$171K ﹤0.01%
11,910
-6,084
4299
$171K ﹤0.01%
11,039
-15,531
4300
$170K ﹤0.01%
8,373
+7,410