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
51
$3.02B 0.36%
19,753,665
+2,159,166
52
$3B 0.36%
35,572,514
-742,912
53
$2.96B 0.36%
5,015,643
+171,812
54
$2.88B 0.35%
51,756,944
-5,450,327
55
$2.87B 0.35%
15,372,183
+3,609,729
56
$2.84B 0.34%
24,941,195
-1,101,013
57
$2.8B 0.34%
9,367,441
+458,477
58
$2.72B 0.33%
6,641,991
+2,610,083
59
$2.72B 0.33%
20,213,150
+526,895
60
$2.6B 0.31%
25,519,754
+7,700,196
61
$2.59B 0.31%
33,296,629
-50,325,520
62
$2.59B 0.31%
35,198,822
-6,947,278
63
$2.55B 0.31%
21,417,102
+675,580
64
$2.54B 0.31%
30,729,609
+19,338,645
65
$2.51B 0.3%
15,138,649
-345,390
66
$2.48B 0.3%
39,891,604
+84,791
67
$2.43B 0.29%
1,188,751
+144,984
68
$2.43B 0.29%
24,000,637
+4,668,859
69
$2.43B 0.29%
63,306,524
-11,951,344
70
$2.4B 0.29%
45,127,928
-900,582
71
$2.37B 0.29%
25,222,352
+1,807,425
72
$2.34B 0.28%
5,241,906
-181,037
73
$2.33B 0.28%
4,853,848
+320,676
74
$2.31B 0.28%
983,810
-58,814
75
$2.28B 0.27%
42,364,230
-1,124,420